Matt Adams, CPA, CFP® Joins Dowling & Yahnke, LLC

By on August 22, 2017
Categories: D&Y UPDATES

Dowling & Yahnke, LLC, a wealth advisory firm managing over $3 billion for more than 1000 clients, is proud to announce that Matthew R. Adams has joined the Firm as a Portfolio Manager.

Prior to joining Dowling & Yahnke, Matt spent 15 years in the financial services industry in various capacities. He started his career as a Certified Public Accountant with Deloitte, a global accounting firm, where he worked in their San Diego, Sydney and London offices. More recently, he was a wealth manager at a San Diego-based independent advisory firm.  Matt is licensed as a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®).  He completed his undergraduate work at UC Santa Barbara where he majored in Business Economics and Accounting, graduating cum laude.

“With Matt’s joining Dowling & Yahnke, we now have seventeen CFP® certificants in addition to two CPA practitioners,” said Will Beamer, President and Chief Investment Officer.  “Knowledge is one of our firm’s core values, and we take great pride in the expertise and top-notch credentials of our advisors.”

Matt is a San Diego native.  Having grown up in Olivenhain, he now lives in Solana Beach with his wife and their twin girls.

About Dowling & Yahnke, LLC

Since 1991, Dowling & Yahnke has provided customized solutions to high net worth individuals, families, and corporate executives who value extremely personalized investment management and wealth planning services. As a fiduciary, fee-only adviser, Dowling & Yahnke places clients’ interests first, giving them peace of mind in a complex financial world.


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