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Mark Wernig, CFP®, Named “40 Next Top Business Leaders Under 40” for 2020 by San Diego Business Journal

By on November 2, 2020
Categories: D&Y UPDATES
Documents: Download PDF PR_Mark-Wernig_40-Next-Top-Business-Leader-Under-40_SDBJ.pdf

San Diego Business Journal Next tp 40 Winner

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 here.

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.

 

Disclosure:  A nomination form was submitted to San Diego Business Journal to be considered for this award.  Approximately 158 applicants were considered for the ranking, ninety-one applicants were selected as finalists, and 40 winners were chosen by a panel of independent judges. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Dowling & Yahnke Wealth Advisors and any of its clients.  While Dowling & Yahnke Wealth Advisors did not pay a fee to apply for the award, the firm does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other San Diego Business Journal-published lists).

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