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.
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.*