With over twelve years of experience in the financial services industry, John supports clients by managing high-net-worth portfolios and building sound financial plans. Prior to joining Dowling & Yahnke, he spent five years as a Senior Vice President and Senior Portfolio Manager at a national private wealth advisory institution. In addition, John was a Portfolio Manager at two local RIA firms.
John holds the Chartered Financial Analyst (CFA) designation. He earned a Bachelor of Arts degree in Finance and a Minor in Economics from Western Washington University. John also studied abroad at the University of Newcastle, Australia.
John resides with his fiancé in San Diego. During his downtime, he enjoys world traveling, snowboarding, running, and is an avid Spikeball player.
Why did you join Dowling & Yahnke Wealth Advisors?
I wanted to join an entrepreneurial, fiduciary-based practice that eliminates the conflicts of interest with which our industry is wrought. Dowling & Yahnke has a stellar reputation for client service and commitment to acting in client’s best interests, which I have always admired.
Why did you become a financial advisor?
After spending several years as a non-client-facing investment portfolio manager, I wanted to directly help clients understand how to best utilize their assets to achieve their goals. It is extremely fulfilling for me to help clients sleep better at night knowing they have a fiduciary steward of their wealth, as well as a plan in place to achieve these goals. The opportunity to work with (and learn from) a diverse group of successful, genuine people is also a major perk of the job!
What is your favorite place in San Diego?
Balboa Park is my favorite place in San Diego. I live nearby, and it’s where I spend a good portion of my downtime. I enjoy the museums, cultural events, running the trails, barbeques in the park, and playing games with friends on the weekends. Always great people-watching as well!
What is your favorite vacation spot?
I absolutely love exploring new cities in Europe. Their public transit systems make getting around so easy (unlike California!), and I am fascinated by the history and local legends of each city I visit. So far, Switzerland has been my favorite – but I was admittedly swayed by the great snowboarding.
What is your personal motto or mantra?
Back when I was in school, my dad used to tell me, “Don’t ever sign your name on anything you aren’t proud of.” I think this has practical implications in several aspects of life. It’s a simple message, but a strong one: do the right thing, work hard, and don’t settle for less than your best. At the end of the day, your reputation is all you have.
I love helping clients with…
Building tax-efficient and low-cost investment portfolios, understanding markets and asset classes, building sound financial plans, and charitable planning. These thoughtful financial strategies make this work extremely rewarding.