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 Forbes, The 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.
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.