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RETIREMENT PLANNING

Ready to turn the page from your successful career to the next phase of your life? Dowling & Yahnke's San Diego-based advisors can help you prepare for—and thoughtfully guide you through—your retirement years. Prepare for your future and start your retirement planning with our experienced financial advisors.

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WOMEN & WEALTH

Whether you’re selling a company, navigating a divorce, dealing with the loss of a partner, or simply looking to blaze a new path forward, you have a dedicated partner in D&Y to help you thrive no matter what life throws your way.

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EXECUTIVES AND ENTREPRENEURS

Your business is your passion, but it can make your personal finances complex. Let our team of wealth management advisors help evaluate your stock options and deferred compensation plans, establish 10b5-1 plans, and handle proceeds from the sale of a business so you can focus on your next venture.

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LIQUIDITY EVENTS OR SUDDEN WEALTH

It’s difficult to know where to start when you suddenly come into wealth, from an inheritance, from an asset sale (such as selling your company or real estate), or other liquidity events. Discover the confidence our fiduciary financial advisors can instill as we help you navigate through life-altering events.

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SURVIVING SPOUSE

The loss of a spouse is one of the most painful experiences you could face. Financial anxiety can make the emotional stress you feel worse, especially if your late spouse handled your family finances. Instead of going it alone, let our team of San Diego financial advisors support you as you take steps to put your financial life back into place.

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DISCUSSION

Creating a comprehensive financial plan can be a challenging endeavor for even the most financially savvy. Trying to learn wealth management, asset management, tax planning, estate planning, investment, and retirement planning on your own can be overwhelming and result in unforeseen difficulties to your financial plan. Even with proper research and investment advice from others, acting as your own financial planner may not be a role you enjoy. That’s where we come in! As financial professionals, we are passionate about helping people manage their financial needs.

Our wealth management firm has nearly 30 years of experience in investment management and financial planning. Our team works closely with you to tailor our financial services to meet your unique financial needs and goals. As a fiduciary, fee-only financial advisor, we pride ourselves on always having our clients’ financial needs at the forefront. We tailor our financial services to match each client’s unique situation. Whether you’re looking for help with investment management or financial planning, our San Diego financial advisors will be there to walk you through the entire process. 

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