Jennifer Jank, CFP® Joins Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that
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The Chairmen's RoundTable Welcomes New Members

The Chairmen’s RoundTable (CRT), a San Diego non-profit organization that provides pro-bono mentoring to CEOs of private businesses in the Greater San Diego area, announced today four new members:
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Dianne Balderas Earns CFP® Certification

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Dianne Balderas, Client S
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Dale Yahnke featured in “What will aging boomer and millennials mean for economic growth?”

Dale Yahnke was featured in The Los Angeles Times discussing aging baby boomer and millennials’ effect on the economy.  “Dale Yahnke, at financial planning firm Dowling & Yahnke in San D
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Dowling & Yahnke Named to Financial Planning Magazine's 2016 "Top 150 RIA Leaders"

Financial Planning Magazine’s 2016 ranking of "Top 150 RIA Leaders" listed Dowling & Yahnke #33 – the only San Diego adviser listed in the top 100.
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Dowling & Yahnke Named to Bloomberg's 2015 "Top 50 Registered Investment Advisers"

Bloomberg’s 2015 ranking of "Top 50 Registered Investment Advisers" listed Dowling & Yahnke as #8 nationally and the only adviser from San Diego.
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Mike Brown featured in “Stock Market Selloff: Top Financial Advisers’ Advice For Achieving More Income”

Mike Brown was featured in a Forbes article discussing how to reduce management fees while increasing your portfolio’s tax efficiency.
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Dale Yahnke Named to Barron's "Top 100 Independent Wealth Advisors" for 2015

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the ninth consecutive year to Barron’s list of the Top 100 Independent Wealth Advisors.  The August 24, 2015 issue is the financial magazine’s ninth annual ranking of top independent advisors.  Over this nine year span, Dowling & Yahnke is the only San Diego-based firm with an advisor recognized on the Barron’s Top 100 Independent Wealth Advisors list.   
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Dowling & Yahnke Listed in Financial Advisor's "2015 RIA Ranking"

Financial Advisor Magazine's 2015 ranking of Registered Investment Advisors (RIAs) listed Dowling & Yahnke #70, the only San Diego-based advisory firm in the top 100.
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Can Your Portfolio Weather All Markets?

Will Beamer was featured in the San Diego Business Journal's "Key's to Wealth Management".
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