Share

Brett R. Pernicano Named “40 Next Top Business Leaders Under 40” for 2021 by San Diego Business Journal

By on August 3, 2021
Categories: D&Y UPDATES
Documents: opens in a new windowDownload PDF PR_Brett-Pernicano_40-Next-Top-Business-Leader-Under-40_SDBJ.pdf

Brett Pernicano, Dowling & Yahnke Lead Advisor, 40 Under 40 San Diego

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.

 

Disclosure:  A nomination form was submitted to San Diego Business Journal to be considered for this award.  Approximately one hundred-ten finalists were considered for the ranking, and 40 winners were chosen by a panel of independent judges. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Dowling & Yahnke Wealth Advisors and any of its clients.  While Dowling & Yahnke Wealth Advisors did not pay a fee to apply for the award, the firm does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other San Diego Business Journal-published lists).

RELATED ARTICLES

Emily Zerbato Dowling and Yahnke Wealth Advisors

EMILY R. ZERBATO, IACCP®, PROMOTED TO CHIEF COMPLIANCE OFFICER OF...

Read Now
Head shot of Timothy Lee

TIMOTHY J. LEE, CFP®, PROMOTED TO FINANCIAL PLANNER OF DOWLING...

Read Now
Brett R. Pernicano Named “40 Next Top Business Leaders Under 40” for 2021 by San Diego Business Journal

CI Financial to Acquire Dowling & Yahnke, a Leading San...

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