Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3.5 billion for more than 1,000 clients, is proud to announce that Tracy Burgett has been promoted to Director of Financial Planning.  

Tracy joined Dowling & Yahnke in 2014 as a Financial Planner.  During that time, Tracy has demonstrated a genuine passion for connecting with our clients and helping them with complex financial planning issues.  She is committed to continuous learning and further added to her knowledge by earning the Certified Private Wealth Advisor® (CPWA®) designation.  Tracy also plays an integral role in the Firm’s Marketing and Compliance Committees. 

“We know that as the Financial Planning department at Dowling & Yahnke continues to grow, Tracy will be a good leader, mentor, and developer of new talent.” said Alana Asmussen, Partner.  “We look forward to having Tracy continue to grow and shape the department in our effort to provide clients with financial planning guidance.”

Prior to joining Dowling & Yahnke, Tracy worked for several years at a San Diego wealth advisory firm as a financial planner and as the operations manager.  Tracy is a Missouri native and remains a die-hard Cardinals baseball fan.  She has lived in Carmel Valley since 2000 with her husband and two daughters.  She is a lifetime member of Girl Scouts and enjoys skiing, adventure sports, and travel.

About Dowling & Yahnke, LLC

Since 1991, Dowling & Yahnke has provided customized solutions in investment management, retirement planning, and charitable giving.  As a fiduciary, fee-only adviser, Dowling & Yahnke places clients’ interests first, giving them peace of mind in a complex financial world.  For more information, visit www.dywealth.com.

Contact: 

Mark Muñoz

Dowling & Yahnke, LLC

12340 El Camino Real, Suite 450

San Diego, CA 92130

Telephone:  (858) 509-9500

Facsimile:  (858) 509-9520

[email protected]

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