Share

Grant Webster, CFP®, CDFA® Named to InvestmentNews’ 2019 40 Under 40 List

By on June 17, 2019
Categories: D&Y UPDATES

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Grant Webster, CFP®, CDFA® has been named to InvestmentNews’ 40 Under 40 list for 2019. Grant was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.

“The men and women chosen as this year’s 40 Under 40 honorees were selected based on their level of accomplishment, contribution to the financial advice industry and leadership,” said Frederick P. Gabriel Jr., editorial director of InvestmentNews. “They serve as role models for other young professionals and suggest the financial advice industry has a bright future.”

Grant founded the Junior Achievement Young Executive Society (JA YES), a group of up-and-coming business leaders who share a passion for teaching financial literacy to children in underprivileged areas of the community. The group, now in its third year of operation, hosts an annual Stock Market Challenge, inviting over 150 high schoolers to compete in a live stock market simulation. An avid writer, Grant’s articles have been featured in numerous publications such as ForbesThe Wall Street Journal, and InvestmentNews.

To learn more about Grant Webster, the other 2019 winners, and the award please visit http://www.investmentnews.com/40.

About Dowling & Yahnke, LLC

Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.

InvestmentNews Disclosures: InvestmentNews accepted nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. Nominees’ eligibility for the 40 Under 40 list were based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. There was no fee to participate.

RELATED ARTICLES

Grant Webster, CFP<sup>®</sup>, CDFA<sup>®</sup> Named to InvestmentNews’ 2019 40 Under 40 List

DOWLING & YAHNKE CEO RANKED #23 ON BARRON’S 2020 “TOP...

Read Now
Grant Webster, CFP<sup>®</sup>, CDFA<sup>®</sup> Named to InvestmentNews’ 2019 40 Under 40 List

Dowling & Yahnke Wealth Advisors Hosts Students from Georgetown University’s...

Read Now
Grant Webster, CFP<sup>®</sup>, CDFA<sup>®</sup> Named to InvestmentNews’ 2019 40 Under 40 List

Dowling & Yahnke Listed on FT 300: Top Registered Investment...

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