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Dowling & Yahnke Press releases

1 - 10 of 13 Press Releases

Aug 21, 2018
Dowling & Yahnke was honored by Schwab Advisor Services as one of three firms in the nation to receive the 2018 SOLUTIONS® Operational Excellence Award.

May 04, 2017
Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig has been promoted to Portfolio Manager.

Mar 24, 2017
One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

Jun 06, 2016
Financial advisory firm Dowling & Yahnke, LLC is celebrating its quarter century in business.

Apr 25, 2016
Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Jennifer (JJ) Jank has joined the Firm as a Planning Specialist.

Aug 27, 2015
Mr. Yahnke Honored for Ninth Consecutive Year; Only San Diego Advisor Ranked

Aug 18, 2014
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 CERTIFIED FINANCIAL PLANNER™ (CFP®).

Apr 21, 2014
Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Tracy Burgett has joined the Firm as a Planning Specialist.

Feb 11, 2014
Dowling & Yahnke, LLC, a wealth advisory firm managing over $2 billion for more than 900 clients, is proud to announce that Jake Erlendson has been promoted to Portfolio Manager. In his new role, Jake will serve as a primary point of contact for clients.

Sep 05, 2013
Dowling & Yahnke, LLC, a wealth advisory firm with over $2 billion under management and more than 900 clients, is proud to announce that Dale Yahnke has been ranked number 41 nationwide on Barron’s list of Top 100 Independent Financial Advisors.


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