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Dowling & Yahnke Featured in San Diego Business Journal’s, “Wealth Management Co. Builds Up People, Portfolios and Reputation”

By on February 17, 2017
Categories: D&Y UPDATES

Dale Yahnke and Mark Munoz were recently profiled in the San Diego Business Journal.  In the magazine’s January 9, 2017 edition, Dale and Mark discussed the firm’s founding as an early adopter of the fiduciary approach, its disciplined investment approach, and its strategy to attract highly credentialed employees.  The two detailed how these differentiators helped the San Diego wealth management firm steadily expand the number of clients it has serviced over the last 25 years.  You will find the full article in the links below.

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