Andy proudly creates a partnership with his clients to help them build, guide, and execute their financial plans. Prior to joining Dowling & Yahnke Wealth Advisors, he spent six years as an advisor and financial planner with two local investment management firms.
Andy holds the designation of Certified Financial Planner™ (CFP®). He completed his degree from the University of California, San Diego (UCSD) with a Bachelor of Arts in Economics.
Andy is a native of Southern California. He moved to San Diego to attend UCSD where he met his future wife. They have lived in San Diego ever since and now reside in Fairmont Park with their daughter and rescue dog.
What inspired you to work in the financial industry?
I entered the financial industry to help people – by helping clients make more informed financial decisions, we can reduce their stress and, hopefully, increase their overall quality of life. Plus, I have always enjoyed working with numbers and people, and this industry lives at the intersection of those skills.
Why did you join Dowling & Yahnke?
How a firm treats clients and employees is paramount to its long-term success. The reputation of D&Y precedes itself as a leader in the industry. After joining the D&Y team, it was immediately apparent that our reputation is well-earned.
What is your favorite vacation spot?
I have been blessed to have traveled extensively throughout the world. Some of my favorite experiences have been climbing Machu Picchu, exploring Southeast Asia, and a Safari in Africa. No matter where I’ve traveled, I have found the best way to immerse myself in the culture is through the cuisine and conversation with the locals.
What is your favorite family tradition?
In 2019, my wife and I welcomed our daughter into the world. We’ve had so much fun creating our own family traditions: our nightly walks through the neighborhood, matching daddy and daughter outfits on Father’s Day, and singing the ABCs to her before bedtime!
What is your favorite hobby?
I grew up playing and watching baseball, but that passion has morphed into a love for golf. I love the challenge of the game, plus I get to enjoy the wonderful San Diego weather while bantering with my friends.
I love helping clients with…
Organizing and simplifying their financial lives. Each client has a unique financial situation. When accessing their goals, investments, and day-to-day responsibilities, it can be overwhelming for a client to see the forest through the trees. Financial planning allows me to show clients how their goals, investments, and fiscal responsibilities can all intersect into a clear and concise plan, which in turn allows them to confidently move forward in the direction of their choosing. Finally, I love helping clients plan for college, retirement, and leaving a lasting legacy – whether that be to their family, a charitable cause, or a combination of the two.