Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Wealth Advisors in its August 25, 2014 issue. This is the financial magazine’s eighth annual ranking of top independent advisors. Dale is the only San Diego-based advisor to have ever been named to the Barron’s list. Rankings are established according to several criteria including quality of practice and assets under management.
“I am honored to be selected to the Barron’s Top 100 Independent Wealth Advisors ranking,” said Dale Yahnke. “Over the last year, our Firm has seen substantial growth, not only in the number of clients we serve but also the size of our team. Continually striving to enhance the client experience, we have expanded our capabilities across the board, including advisors, financial planning, trading, client servicing, technology, and office administration. Our staff has grown to include ten CFA® charterholders and eleven CFP® practitioners.”
Barron’s: Top 100 Independent Wealth Advisors 2014
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