Dowling & Yahnke Wealth Advisors, currently managing over $4.7 billion of assets for more than 1,300 clients, is proud to announce that Dale Yahnke, CFA, CFP®, and Greg Richardson, CFP®, MPAS®, have been named to San Diego Business Journal’s SD500 Icon List of the 500 most influential people in San Diego.
The November 30, 2020, issue honors San Diego business leaders who have made a significant impact and left a legacy of lasting change on the community in 2020. “These 500 iconic individuals represent deep knowledge of their industries as well as charisma and leadership,” explains Barb Chodos, President and Publisher of the San Diego Business Journal. “They represent the diverse array of business leaders that define our great city.”
“We are excited to have both Dale Yahnke, Co-Founder and CEO, and Greg Richardson, Lead Advisor and Principal, on this prestigious list of influential leaders,” said Will Beamer, President and Chief Investment Officer. “It’s an honor to have them represent our firm. We encourage all of our advisors to find ways to give back to the San Diego community.”
Dale, a native San Diegan, is actively committed to the San Diego community and investment advisory industry. He has led the team at Dowling & Yahnke Wealth Advisors for nearly 30 years with the goal of providing ethical financial advice to their clients.
Greg, also a native San Diegan, is active with several community organizations, including the North County Estate Planning Council, San Diego Regional EDC, and Rady Children’s Hospital, San Diego.
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke Wealth Advisors has offered time-tested, objective ﬁnancial planning advice and investment management services designed for the ﬁnancial health of its clients. Located in San Diego, California, the firm manages over $4.7 billion for more than 1,300 clients, primarily individuals, families, and nonproﬁt organizations. Dowling & Yahnke Wealth Advisors is one of the largest independent wealth advisory firms in San Diego as measured by discretionary assets under management.