Share

Brett R. Pernicano, CFP® Joins Dowling & Yahnke

By on December 1, 2014
Categories: D&Y UPDATES
Documents: Download PDF Brett-Pernicano-2014.pdf

Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Brett R. Pernicano has joined the Firm as a Portfolio Manager.

“With Brett’s joining Dowling & Yahnke, we have twelve CFP® practitioners in addition to ten CFA® charterholders,” said Paul Temby, Partner.  “Such industry accreditations represent our continued focus on increasing our knowledge base to better assist our clients in an increasingly complex financial world.”

RELATED ARTICLES

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

Mark Wernig, CFP®, Named “40 Next Top Business Leaders Under...

Read Now
Brett R. Pernicano, CFP® Joins Dowling & Yahnke

DOWLING & YAHNKE CEO RANKED #23 ON BARRON’S 2020 “TOP...

Read Now
Brett R. Pernicano, CFP® Joins Dowling & Yahnke

Dowling & Yahnke Wealth Advisors Hosts Students from Georgetown University’s...

Read Now

OUR TEAM

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

MEET THE TEAM

CONTACT US

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

SEE INFO