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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 wealth advisors team 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

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 fiduciary advisor in D&Y to help navigate life’s challenges - no matter what financial situations come your way.

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EXECUTIVES AND ENTREPRENEURS

As a business owner, your business is your passion, but it can make your personal finances and investment decisions complex. Let our team of wealth management advisors help evaluate your stock options and deferred compensation plans, establish a Rule 10b5-1 plan, or handle proceeds from the sale of your 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, 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 give you the financial advice you need to help you navigate 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 financial advisor team support you as you take steps to put your financial life back into place.

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DISCUSSION

Navigating wealth can be a challenging endeavor - even for the financially savvy. Learning wealth management, asset management, tax planning, estate planning, investment management, and retirement planning on your own can be overwhelming and result in unforeseen difficulties in 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 our fee-only financial planning service comes in! We match you with a financial advisor who understands your objectives and goals and, most importantly, is someone you can trust.

As a Registered Investment Adviser, we are passionate about helping clients manage their financial goals. Our wealth management firm has over 30 years of experience in investment management and financial planning. Our team works closely with you to tailor a comprehensive financial plan to meet your unique financial needs and goals.

As a fiduciary, we pride ourselves on always having our clients' financial needs at the forefront. Whether you're looking for help with investment management or financial planning, one of our experienced financial advisors will be there to walk you through the entire process. While proudly based in San Diego, our team is equipped to provide world-class financial services virtually to wherever you call home.

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