San Diego – June 29, 2020: Dowling & Yahnke Wealth Advisors is proud to announce that Mark Wernig, CFP® has been named to InvestmentNews’ 40 Under 40 list for 2020. Mark was chosen from a nationwide 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. Mark is the second Dowling & Yahnke advisor to be honored by the nomination—Grant Webster, CFP®, CDFA® receiving the title in 2019.
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 2020 class of 40 Under 40 honorees represent the best of the future of the financial advice community,” said George B. Moriarty, Chief Content Officer of InvestmentNews. “These men and women have already made their marks on the industry through exceptional leadership and service to their communities.”
Prior to joining Dowling & Yahnke in 2015, Mark proudly served nearly eleven years in the U.S. Navy as a Surface Warfare Officer. He is presently a Commander in the U.S. Navy Reserve. Mark humbly serves on the board for both the San Diego Military Advisory Council and Armed Services YMCA Camp Pendleton. In addition, Mark is the San Diego Ambassador for the CFP Board and a CFP board member for the Workforce Development Advisory Group where he provides guidance on programs to attract the next generation of financial planners. He is also an active board member for Cancer for College, a group providing need-based college scholarships and educational experiences to cancer survivors.
To learn more about Mark Wernig, the other 2020 winners, awards and the luncheon please visit www.40under40inadvice.com.
Since 1991, Dowling & Yahnke has offered time-tested, objective ﬁnancial planning advice and investment management services designed to secure the ﬁnancial health of its clients. Located in San Diego, California, the Firm manages over $4 billion for more than 1,200 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.