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.*

* The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Dowling & Yahnke and any of its clients. While Dowling & Yahnke did not pay a fee to apply for the award, the firm does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other Barron’s-published lists).
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