Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Greg Richardson, CFP®, MPASSM and Mark Wernig, CFP® are now Principals of the firm.
Greg began his career in the investment advisory field in 2002. Prior to joining Dowling & Yahnke, he was a partner and advisor with fee-only firms in San Diego and the Washington D.C. metropolitan area. Greg has a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He completed his undergraduate work at the University of California, San Diego with a degree in Economics and earned a certificate in Spanish Language and Culture from the Universidad Complutense de Madrid.
Mark joined Dowling & Yahnke in 2015. He is a graduate of both the U.S. Naval Academy (Annapolis, MD) and the U.S. Naval War College (Newport, RI). Mark earned an MBA from the UC San Diego, Rady School of Management. Prior to joining the Firm, Mark served nearly eleven years in the U.S. Navy as a Surface Warfare Officer, deploying six times and traveling extensively throughout the Middle East and Asia. He is presently a Lieutenant Commander in the U.S. Navy Reserve.
When asked “Why did you become a financial advisor?” Greg answered, “I thoroughly enjoy engaging in discussions with clients on a variety of topics, including investments, retirement income, tax and charitable strategies, employer stock and stock options, and executive compensation. Over the years, the relationships with clients stand out as the single most rewarding aspect of my career. Whether a joyous occasion — such as reaching a retirement goal, selling a business, sending a child off to their top college of choice — or a challenging life event — such as an employment transition, loss of a family member, going through a divorce — I relish the opportunity and responsibility to serve as a reliable and trusted advisor.”
When asked the same question, Mark responded, “Simply put, I became a financial advisor to serve those that would trust our Firm and me with the responsibility to manage a resource as precious as their personal wealth. Having spent more than a decade on active duty in the U.S. Navy, I serve my clients as I did my Sailors, by placing their interests ahead of all others and investing in their long-term success.”