Brian joined Dowling & Yahnke Wealth Advisors in 2021. He holds the Certified Public Accountant (CPA) certification. Brian graduated from San Diego State University with a Bachelor of Science in Accounting.
Brian has ten years of experience in public accounting. He has performed audits, reviews, and compilations for public and private companies in various industries including biotechnology, pharmaceuticals, manufacturing, and employee benefit plans.
Brian is a California native. Having grown up in Northern California, he moved to San Diego in 1995. He’s a proud member of CalCPA.
What inspired you to work in the financial industry?
I was inspired to work in the financial industry because financial literacy is a personal passion of mine. I believe a solid, financial foundation is one of the keys to a client’s stability, growth, and legacy. I enjoy assisting those clients who have more complex financial lives and unique situations.
Why did you join Dowling & Yahnke Wealth Advisors?
I joined Dowling & Yahnke Wealth Advisors because of the great reputation the Firm has in the industry and the breadth and depth of the team’s knowledge. I’m excited to learn, contribute, and grow with D&Y all while serving our clients with the utmost integrity that the Firm values.
What is your favorite place in San Diego? Why?
Windansea Beach it’s the perfect combination of surfing history, beautiful coastline, and always a fun crowd of locals and tourists taking advantage of all our city has to offer.
What is your personal motto or mantra? Why?
Plan for the long-term, but focus on learning and doing the best you can in each moment. Lofty goals can be reached with continuous daily effort.
I am happiest when…
I’m deeply engaged in conversation about my passions or out exploring in nature. I enjoy teaching and learning from others and believe that learning never stops.