Dowling & Yahnke Wealth Advisors, currently managing approximately $4.7 billion of assets for over 1,200 clients, is proud to announce that Dale Yahnke, CFA, CFP®, has been named to Barron’s list of the Top 100 Independent Financial Advisors.
The September 14, 2020 issue is the financial magazine’s fourteenth annual ranking of top independent advisors. Barron’s has conducted its national ranking. Having been a part of this distinguished list for over ten years, Dale was inducted into the Barron’s Hall of Fame in 2019. In addition, Dowling & Yahnke remains the highest ranked San Diego-based firm on this nationwide list.
“It’s truly an honor to be recognized by Barron’s for a fourteenth year. This award reflects the team of talented employees at our firm. I am fortunate to be surrounded by such a highly credentialed and educated group,” said Dale Yahnke, CEO and co-founder of Dowling & Yahnke. “We built our business nearly 30 years ago with the goal of providing ethical financial advice. Everything we do is to help our clients succeed because that, in turn, becomes our success. We are fiduciaries to our clients – always have been, always will be.”
Dale, a native San Diegan, is actively committed to the San Diego community, the investment advisory industry, and his baseball card collection.
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke Wealth Advisors has offered time-tested, objective ﬁnancial planning advice and investment management services designed to secure the ﬁnancial health of its clients. Located in San Diego, California, the Firm manages approximately $4.7 billion for over 1,200 clients, primarily individuals, families, and nonproﬁt organizations. Dowling & Yahnke Wealth Advisors is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management. Our San Diego financial advisors and team are here to help you achieve the future you’ve dreamed about. Contact us today.
For the full article, visit: https://www.barrons.com/report/top-financial-advisors/independent/2020?mod=faranking_subnav