Dowling & Yahnke is proud to recognize Bernadette Delaney’s 20-year tenure with the Firm.

By Mark J. Muñoz on July 15, 2013
Categories: D&Y UPDATES

In 1991, Dale Yahnke and Mark Dowling established the firm knowing there was a better way to manage investments for private individuals and institutions. Bernadette joined the team in 1993. She has been instrumental in the development of the client service culture and administrative foundation which the firm leverages today. The team has grown to 29 employees, but it all started with Mark, Dale, and Bernadette.

Most recently, Bernadette has assumed the position of Office Manager. In this role, she oversees the front office staff and assists the CFO in the Firm’s accounting and human resource matters. Raised in Honolulu, Bernadette has made San Diego her home since 1985. She is an active member of the Encinitas community, where she lives with her husband and son.


Emily Zerbato Dowling and Yahnke Wealth Advisors

Emily Zerbato named “2022 Chief Compliance Officer of the Year...

Read Now
Hope Carlson | Lead Advisor | D&Y Wealth Advisors San Diego

Hope Carlson Earns the Chartered Advisor in Philanthropy® (CAP®) Designation

Read Now
Mark Wernig | CFP Lead Advisor Principal | D&Y Wealth Advisors SD

Mark Wernig Promoted to Co-CEO of Dowling & Yahnke Wealth...

Read Now


Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.



Our team is available now to discuss all of your financial goals.