Share

Elias Vera Earns CFP® Certification

By on April 29, 2015
Categories: D&Y UPDATES
Documents: opens in a new windowDownload PDF Elias-Vera-Now-CFP-2015.pdf

“Having earned the CERTIFIED FINANCIAL PLANNER™ designation, Elias joins an elite group of financial professionals,” said Will Beamer, President and Chief Investment Officer. “Earning this globally-recognized professional credential is the result of years of dedication, studying, and hands-on experience. We congratulate Elias’ outstanding achievement.”

As a CFP® practitioner, Elias joins eleven other members of the Dowling & Yahnke team who have achieved this highly respected designation.

RELATED ARTICLES

Financial advisors promoted at Dowling & Yahnke Wealth Advisors

Matt Adams, Hope Carlson, Jake Erlendson, John Peters, and Grant...

Read Now

DALE YAHNKE, MARK WERNIG, AND GREG RICHARDSON HONORED AS “SD500:...

Read Now
John Peters Dowling and Yahnke Wealth Advisors

John M. Peters, CFA, Joins Dowling & Yahnke Wealth Advisors...

Read Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO