Rob joined the Dowling & Yahnke team in 2020 and is dedicated to supporting the Firm’s clients. Rob holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations (currently licensed in PA). He graduated from Villanova University with a double major in Accounting and International Business. Rob is currently pursuing his Masters of Taxation at the University of San Diego.
Prior to joining the Firm, Rob began his career in Pennsylvania as a CPA at Deloitte, auditing Fortune 500 companies. He later transitioned into corporate finance at an alternative asset management firm managing over $20 billion in assets under management.
Rob is a native San Diegan and currently resides in North County with his wife and two children. During his downtime, he enjoys surfing at least once a week.
Why did you join Dowling & Yahnke?
Simply put – Ethics. I joined D&Y because we have been fiduciaries to our clients for nearly 30 years. It was important to me to work with a group of individuals that are laser-focused on serving clients, and D&Y perfectly fits this mold. I also love having the opportunity to serve clients in my hometown with a San Diego-based firm.
Why did you become a financial advisor?
My passion is to help families and institutions achieve their desired financial goals. It’s very rewarding to partner with clients to deeply understand their goals and objectives. As a CPA, I enjoy pairing tailored tax planning strategies with evidenced-based investment advice.
What is your favorite place in San Diego?
Torrey Pines State Beach. The cliffs and beach are stunning, and it’s a go-to place for family walks. Good conversations in a beautiful place always make for a great time.
What is the best concert you ever attended?
Tough question. My first concert, Bruce Springsteen and The E Street Band at Dodger Stadium is hard to beat. Even in such a large venue, the energy was unreal. More recently, I’ve seen the band Bon Iver a few times. The band has such a unique sound that a two-hour concert feels like 15 minutes.
What is your favorite hobby?
I love surfing and try to get out into the water at least once a week. The sport really requires a lot of situational awareness in understanding the wind direction, tide, wave size, and no two waves are ever the same. I try to apply the same analytical approach to investment advice, really understanding a client’s situation and objectives before providing any recommendations.
I love helping clients with…
Creative solutions to achieve their goals. Wearing multiple “hats” and pairing a client’s investment management needs with tax and estate planning.