Dowling & Yahnke Wealth Advisors, currently managing over $4.7 billion of assets for over 1,200 clients, is proud to announce that Mark Wernig, CFP®, has been named a winner to the 2020 San Diego Business Journal’s “40 Next Top Business Leaders Under 40.”
San Diego Business Journal is pleased to welcome 40 up-and-coming key executives, change makers, and innovators who are leaving a positive mark on the San Diego community. Selected by a panel of independent judges, this select group of 40 was chosen from 92 award finalists.
“I am truly honored to be recognized by San Diego Business Journal and to stand alongside this group of talented, top business leaders in America’s Finest City,” Mark Wernig shared.
Having joined the Firm in 2015, Mark serves as a Lead Advisor and became a Principal in 2019. In 2020, Mark joined the Firm’s Executive Committee. Prior to Dowling & Yahnke Wealth Advisors, 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 member of its 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 and the other 2020 winners, click hereopens PDF file .
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke Wealth Advisors 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 over $4.7 billion for over 1,200 clients, primarily individuals, families, and nonproﬁt organizations. Dowling & Yahnke Wealth Advisors is one of the largest independent wealth advisory firms in San Diego as measured by discretionary assets under management.