Mary McKeown Brennan Earns Distinguished CFP® Designation
San Diego – April 29, 2019: Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Mary McKeown Brennan is now a CERTIFIED FINANCIAL PLANNER™ (CFP®).
To earn this designation, a candidate must pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one's ability to correctly diagnose financial planning issues and apply one's knowledge of financial planning to real world circumstances. Candidates also complete a minimum of three years of full-time financial planning-related experience and adhere to the CFP® Board's Standards of Professional Conduct ethical and practice standards.
“Knowledge is one of our core values, and we take great pride in the expertise and top-notch credentials of our team members,” said Will Beamer, President and Chief Investment Officer. “Mary’s designation as a CFP professional is the result of hundreds of hours of studying and direct experience, and demonstrates her commitment to providing our clients with superior service, now and in the future.”
Since joining Dowling & Yahnke in 2015, Mary has worked alongside Will Beamer to deliver attentive, friendly, and professional service to the firm’s high net worth clients. Raised in San Diego, Mary graduated from California State University, Northridge with a B.A. in Political Science.
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke has offered time-tested, objective ﬁnancial planning advice and investment management services designed for the ﬁnancial health of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonproﬁt organizations. Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management. For the twelfth consecutive year, Dowling & Yahnke has had an advisor on the Barron’s Top 100 Independent Advisers List.*