Olivian T. Pitis, CFA, CFP®, AIFA® Joins Dowling & Yahnke

By on September 26, 2019
Categories: D&Y UPDATES

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Olivian T. Pitis, CFA, CFP®, AIFA®, has joined the Dowling & Yahnke team as a Lead Advisor.

Prior to joining Dowling & Yahnke, Olivian spent over eight years as Vice President and Regional Director at Dimensional Fund Advisors (DFA) – a financial institution Dowling & Yahnke has partnered with for more than 28 years. DFA is now a household name in professional investment circles with over $586 billion in assets under management. D&Y continues to team with DFA to bring innovative ideas and cutting edge thinking to our management of client assets.

Olivian completed his Bachelor of Science degree in Engineering at Transilvania University of Brasov in Romania, followed by a Master of Science in Forestry at Louisiana State University, and a Master of Business Administration in Finance & Entrepreneurship at UCLA Anderson School of Management.

“Having seen literally hundreds of wealth management firms in my last 15 years in the financial services industry, I knew three things were critical for the success of my clients,” shares Olivian. “First, an unwavering commitment to always doing the right thing. Second, an investment philosophy informed by academic research and tested through time. Lastly, a team of qualified experts to collaborate with and learn from. I know all three ingredients are present at Dowling & Yahnke, and I look forward to helping my clients enjoy peace of mind while pursuing their life and financial goals”.

“Finding dedicated, smart, growth-minded people to perpetuate our mission of providing the best client experience is extremely important for us,” said Dale Yahnke, CEO. “Olivian brings a wealth of investment expertise to our team of thirteen financial advisors and three financial planners. We will continue to leverage the talent of exceptional professionals to grow our services for clients.”

Beyond Dimensional, Olivian’s work experience includes management consulting, financial services, and wealth management. Olivian, his wife, and their two young daughters moved to San Diego in 2019. They are excited to be a part of the San Diego community.

About Dowling & Yahnke Wealth Advisors

Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed for the financial health of our clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 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. For the thirteenth consecutive year, Dowling & Yahnke has had an advisor on the Barron’s Top 100 Independent Advisers List.*

* The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. 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 and any of its clients. While Dowling & Yahnke 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 Barron’s-published lists).


Olivian T. Pitis, CFA, CFP®, AIFA® Joins Dowling & Yahnke


Read Now
Olivian T. Pitis, CFA, CFP®, AIFA® Joins Dowling & Yahnke

Disciplined Investing In a Bear Market: Why We Aren’t Wired...

Read Now
Olivian T. Pitis, CFA, CFP®, AIFA® Joins Dowling & Yahnke

Market Update with Will Beamer, President & Chief Investment Officer...

Read Now


Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.



Our team is available now to discuss all of your financial goals.