Elias Vera Earns CFP® Certification
Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Elias Vera, Assistant Portfolio Manager, is now a CERTIFIED FINANCIAL PLANNER™ (CFP®).
“Having earned the CERTIFIED FINANCIAL PLANNER™ designation, Elias joins an elite group of financial professionals,” said Will Beamer, President and Chief Investment Officer. “Earning this globally-recognized professional credential is the result of years of dedication, studying, and hands-on experience. We congratulate Elias’ outstanding achievement.”
As a CFP® practitioner, Elias joins eleven other members of the Dowling & Yahnke team who have achieved this highly respected designation.