Dowling & Yahnke Wealth Advisors

www.dywealth.com

Dowling & Yahnke is a fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.

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Dowling & Yahnke is a fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.

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Country

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State

California

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City (Headquarters)

San Diego

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Founded

1991

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Managing Director and Chief Executive Officer

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    Phone (***) ****-****
  • Principal / Chief Operations Officer / Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Investment Officer and Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer and Founding Principal

    Email ****** @****.com
    Phone (***) ****-****

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