Dowling & Yahnke Wealth Advisors, currently managing over $5.7 billion of assets for more than 1,300 clients, is proud to announce that Brett Pernicano, CFA, CFP®, CEPA, CDFA®, ChFC®, CLU®, has earned the Certified Exit Planning Advisor (CEPA) designation. The CEPA designation is the most widely accepted and endorsed professional exit planning program in the world. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™.
To earn this designation issued by the Exit Planning Institute, CEPA professionals must complete a rigorous 4-day program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.
“San Diego is a hub of innovation, which often leads to exciting exit opportunities for entrepreneurs and business owners,” says Will Beamer, President and Chief Investment Officer. “Brett’s completion of the CEPA program highlights his commitment to delivering the highest level of service to our clients going through business exits.”
Brett joined Dowling & Yahnke Wealth Advisors in 2014 and is a Lead Advisor, Principal. He provides clients with financial guidance in areas including asset management, comprehensive financial planning, and wealth transition for the purpose of supporting current and future generations. Additionally, he plays an integral role in the firm’s Investment Committee. Brett is a graduate of the University of Washington with a degree in Business Administration with an emphasis in Finance.
As a third generation San Diegan, Brett has deep roots in the community. He is active with several organizations such as the CFA Institute and CFA Society of San Diego, Inc., Corporate Directors Forum, Chairmen’s RoundTable, ProVisors, and Institute for Divorce Financial Analysts™. He proudly serves as a board member for Promises2Kids Foundation, a leading nonprofit organization creating a brighter future for foster children.
About Dowling & Yahnke Wealth Advisors
Since 1991, Dowling & Yahnke 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 approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonproﬁt organizations.