Dowling & Yahnke Expands Financial Planning Department

By on June 5, 2018
Categories: D&Y UPDATES

Dowling & Yahnke, a wealth advisory firm managing over $3.5 billion of assets for more than 1,000 clients, is proud to announce that Kelly Feldmann and Peggy Kahn have joined the Firm as Financial Planners.

Kelly and Peggy will be joining Tracy Burgett, Director of Financial Planning, in providing financial planning strategies including financial goals analysis, estate planning, education planning, tax efficiencies, college savings, social security, and executive compensation for clients.

“It is very important to us that we are able to help our clients with more than just investment management,” shared Alana Asmussen, Partner. “Growing our financial planning team ensures we have the resources in place to help our clients with decisions like how much to save for retirement, how to pay for a child’s education, and how to use an investment portfolio for income in retirement. We are excited to have Kelly and Peggy as part of our D&Y team.”

Kelly holds a Master of Business Administration (MBA) from San Diego State University. She completed her undergraduate work in Finance at San Diego State University.

Peggy holds an Executive Certificate in Advanced Financial Planning from San Diego State University. She completed her undergraduate work in Business Administration at California State University San Marcos graduating cum laude.

About Dowling & Yahnke

Since 1991, Dowling & Yahnke has provided customized solutions in investment management, retirement planning, and charitable giving. As a fiduciary, fee-only adviser, Dowling & Yahnke places clients’ interests first, giving them peace of mind in a complex financial world. Dowling & Yahnke is one of the largest independent, wealth management firms in San Diego as measured by discretionary assets under management. Dowling & Yahnke is one of only eleven advisory firms nationwide who has had an advisor recognized every year Barron’s has conducted its “Top 100 Independent Financial Advisors” rankings.*

*The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. 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 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 Barron’s-published lists).


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