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Erik H. Nelson, CFP®, CPWA®, Promoted to Director of Financial Planning

By on August 12, 2022
Categories: D&Y UPDATES, FINANCIAL PLANNING
Documents: opens in a new windowDownload PDF PR_Erik-Nelson_Promoted_Director-of-Financial-Planning.pdf

Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $6.1 billion of assets for over 1,400 clients, is proud to announce that Erik H. Nelson, CFP®, CPWA®, is promoted to Director of Financial Planning.

“We are thrilled to share Erik’s elevation to Director of Financial Planning, a direct result of his passion for the craft of financial planning and team-first mindset,” said Greg Richardson, Lead Advisor, Principal. “Erik leads by example and continues to expand his responsibilities across the Firm – managing our growing financial planning department, serving as the technical leader for complex planning issues and initiatives, and cultivating relationships with clients, team members, and the broader planning community.”

Erik joined Dowling & Yahnke in 2019 as a Financial Planner and now is the firm’s Director of Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. He has a Master of Science in Business Administration (MsBA) in Financial & Tax Planning from San Diego State University. He completed his undergraduate work in Business Administration and Finance at San Diego State University.

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 its clients. Located in San Diego, California, the Firm manages approximately $6.1 billion for more than 1,400 clients, primarily individuals, families, and nonprofit organizations. Dowling & Yahnke has been nationally recognized by The Wall Street Journal, Forbes, and Barron’s.

For more information, visit www.dywealth.com.

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