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Chris M. Johnson Joins Dowling & Yahnke Wealth Advisors as Lead Advisor, Principal

By on February 8, 2022
Categories: D&Y UPDATES
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Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $5.7 billion of assets for more than 1,300 clients, is proud to announce that Chris M. Johnson has joined our Firm as Lead Advisor, Principal.

Chris has over 24 years of experience in the financial services industry. Prior to joining Dowling & Yahnke Wealth Advisors, he was an Executive Director at J.P. Morgan Chase, where he spent six years consulting and advising wealth management firms, family offices, and banks. Chris started his career as an equity and option trader with Fidelity Investments.

Chris completed his undergraduate work at Brigham Young University, where he obtained a Bachelor of Arts in Korean and International Business Management. Additionally, he has a Master of Business Administration (MBA) from the Graziadio School of Business and Management at Pepperdine University. Chris is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

“All of us at Dowling & Yahnke are thrilled that Chris will be joining our team,” states Will Beamer, President of Dowling & Yahnke Wealth Advisors. “We’ve enjoyed getting to know him over the past five years as our primary point of contact at J.P. Morgan Chase. Chris has a wealth of experience in the investment industry, and his friendly, thoughtful demeanor makes him a pleasure to work alongside. We know that he will be hugely impactful for D&Y’s current and future clients.”

“I have a passion for working with clients to simplify and solve their complex financial situations. I thoroughly enjoy collaborating with clients on a variety of topics including investments, retirement income planning, employer stocks and options, executive compensation, and business exit planning,” explains Chris. “The relationships developed, and satisfaction gained from clients reaching their financial goals, stand out as the most fulfilling aspects of my career.”

Chris is involved with the Financial Planning Association® (FPA®), the Surfrider Foundation, and Pepperdine Business School, student member volunteer.

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.

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