Dowling & Yahnke Wealth Advisors
www.dywealth.comDowling & 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.
Read moreDowling & 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.
Read moreCountry
State
California
City (Headquarters)
San Diego
Founded
1991
Estimated Revenue
$1,000,000 to $5,000,000
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Managing Director and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Principal / Chief Operations Officer / Chief Financial Officer
Email ****** @****.comPhone (***) ****-****President and Chief Investment Officer and Principal
Email ****** @****.comPhone (***) ****-****Chief Executive Officer and Founding Principal
Email ****** @****.comPhone (***) ****-****
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