With over fifteen years of experience in the financial services industry, Brett has provided clients with financial guidance in areas including business exit planning, divorce planning, multi-generational wealth transfers, asset management, and comprehensive financial planning.
Brett has been recognized locally by the San Diego Business Journal as a winner to the 2021 “40 Next Top Business Leaders Under 40.” Brett holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor (CEPA), Certified Divorce Financial Analyst®, Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®) designations. He completed his undergraduate work at the University of Washington with a degree in Business Administration with an emphasis in Finance.
As a third generation San Diegan, Brett has deep roots in the community. Brett currently resides in Del Sur with his wife and their two children. During his down time, he enjoys playing beach volleyball, snowboarding, and golf.
Why did you join Dowling & Yahnke?
I have been in the financial services industry for over 10 years. Once I saw firsthand the culture of D&Y, I knew there was no better place to work. We have an amazing team that work in partnership to deliver unparalleled service to clients. I feel honored to be part of the team.
Why did you become a financial advisor?
The opportunity to help clients achieve their financial goals. It is a tremendous responsibility that I feel honored to have every day.
What is your favorite spot in San Diego?
The boardwalk between Mission Beach and La Jolla. For many years, I have run the boardwalk and feel thankful for the amazing city that I call home.
What is your favorite vacation destination?
Anywhere I can snowboard. In the winter, I love to take family trips to the mountains.
Which hobby are you most passionate about?
Golf. I grew up playing the game and love its constant challenge. Considering I love to travel, golf is one of the few sports that can take you to some of the most exotic and breathtaking places in the world.
I love helping clients with…
Multi-generational planning – working with grandparents, parents, grandchildren, great grandchildren, and beyond to create a comprehensive wealth transition strategy for the purpose of supporting current and future generations. The process is collaborative with families and their trusted advisors with the common goal of achieving a successful changeover for our client.
Another passion of mine is working with business owners and their heirs to achieve a successful transition or exit from their privately held company. The process of selling or passing along a business involves significant planning, both logistically and emotionally, and can take years to come to fruition. I enjoy being part of the planning process, specifically providing financial and cash flow models for the purpose of creating a roadmap to financial independence.