Dowling & Yahnke Wealth Advisors, currently managing over $5.7 billion of assets for more than 1,300 clients, is proud to announce that Dale Yahnke, CFA, CFP^®, Mark Wernig, CFP^®, and Greg Richardson, CFP^®, MPAS^®, have been named to San Diego Business Journal’s SD500 list of the 500 most influential people in San Diego.

The November 29, 2021, issue honors San Diego business leaders who have made a significant impact in their industry. “This edition focuses on the most influential people in San Diego that are making a significant impact on our business community and the community at large,” states Barb Chodos, President and Publisher with the San Diego Business Journal.

“We are honored to have Dale, Greg, and Mark included in this prestigious list of influential leaders,” said Will Beamer, President and Chief Investment Officer. “At Dowling & Yahnke, we encourage all of our team members to find ways to give back to the San Diego community – whether through a professional industry organization or a cause about which they are particularly passionate. Dale, Greg and Mark are prime examples of this culture.”

Dale, a native San Diegan, is actively committed to the San Diego community and has shared his time and talent with numerous organizations over the last 30 years in the wealth management industry. In addition to mentoring young professionals, he is currently serving on the Board for Rady Children’s Hospital Foundation and Voices for Children.

Mark, presently a Commander in the U.S. Navy Reserves, is active with several community organizations serving on the Board of Directors for Cancer for College, San Diego Military Advisory Council, and Armed Services YMCA Camp Pendleton.

Greg, also a native San Diegan, is active with several professional and community organizations, including the National Association of Personal Financial Advisors, North County Estate Planning Council, and Rady Children’s Hospital, San Diego.

To view the full article and list visit San Diego Business Journal’s website.

About Dowling & Yahnke Wealth Advisors

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 over $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations.

 

Disclosures: Dowling & Yahnke advisors applied for this list.  It is unknown as to the number of advisors considered for the ranking and the percentage that made the ranking.  The information for the ranking was compiled by San Diego Business Journal.  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 and any of its clients.  While Dowling & Yahnke did not pay a fee to apply for the award, the firm may purchase goods or services from the publisher of the award (such as subscriptions to the publication or rights to the award logo).