Gregory J. Richardson, MPASSM, CFP® Joins Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Gregory J.
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“Mike Brown 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 Mike Brown, Senior Portfolio Manager, is now a CERT
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Learn About Investment Basics

Writte
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Dowling & Yahnke Listed in Financial Advisor’s "2014 RIA Ranking"

Financial Advisor Magazine’s 2014 ranking of Registered Investment Advisors (RIAs) listed Dowling & Yahnke #69, the only San Diego-based advisory firm in the top 100.
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Dowling & Yahnke Named on Forbes’ "Top 50 Wealth Managers" for 2014

Dowling & Yahnke was listed as #46 on Forbes’ “Top 50 Wealth Managers” for 2014 - the only San Diego-based firm on this annual national ranking.
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Dale Yahnke featured in "Actively Managed Mutual Funds Fall Short Again — and Investors Notice"

Dale Yahnke was featured in The Los Angeles Times article discussing active versus passive investment philosophies. "For many veteran financial advisors, there’s no contest.
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Second-Guessing

Written by: Jim Parker
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Alana Asmussen featured in “Women of Influence”

Alana Asmussen was featured in the San Diego Daily Transcript’s “Women of Influence”.
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Jacqueline Bell featured in “Women of Influence”

Jacqueline Bell was featured in the San Diego Daily Transcript’s “Women of Influence”.
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“Execution at the Right Price”

In the January 2013 issue of Financial Planning, Dale Yahnke discusses the Firm’s growth strategy focusing on providing specific solutions while maintaining low costs.
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