Dowling & Yahnke Wealth Advisors, currently managing approximately $5.7 billion of assets for over 1,300 clients, is proud to announce that Brett Pernicano, CFA, CFP®, CDFA®, CHFC®, CLU®, Principal, and Lead Advisor has been named a winner to the 2021 San Diego Business Journal’s “40 Next Top Business Leaders Under 40.”
San Diego Business Journal is spotlighting 40 up-and-coming leaders, change makers, and innovators who are leaving a positive mark on the San Diego community. This honorary group of 40 was selected among 110 finalists by a panel of independent judges.
“I am truly honored to be recognized by the San Diego Business Journal and to stand alongside this group of talented, top business leaders in America’s Finest City,” states Brett Pernicano.
Brett is passionate about working with business owners and their heirs to achieve a successful transition or exit from their privately held company. He enjoys being a part of the planning process, specifically providing financial and cash flow models for the purpose of creating a roadmap to financial independence.
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.
Click here to learn more about Brett Pernicano, and the other 2021 winners.
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 approximately $5.7 billion for over 1,300 clients, primarily individuals, families, and nonproﬁt organizations.