Share

Media Type: Press Releases

Back to Insights

John Peters Dowling and Yahnke Wealth Advisors

John M. Peters, CFA, Joins Dowling & Yahnke Wealth Advisors...

Read Now
Brett Pernicano, Dowling & Yahnke Wealth Advisors

BRETT PERNICANO EARNS THE CERTIFIED EXIT PLANNING ADVISOR (CEPA) DESIGNATION

Read Now

DOWLING & YAHNKE WEALTH ADVISORS NAMED TO FINANCIAL PLANNING MAGAZINE’S...

Read Now
Dowling and Yahnke Barron's Top RIA Firms

DOWLING & YAHNKE WEALTH ADVISORS NAMED TO BARRON’S “2021 TOP...

Read Now
Emily Zerbato Dowling and Yahnke Wealth Advisors

EMILY R. ZERBATO, IACCP®, PROMOTED TO CHIEF COMPLIANCE OFFICER OF...

Read Now
Head shot of Timothy Lee

TIMOTHY J. LEE, CFP®, PROMOTED TO FINANCIAL PLANNER OF DOWLING...

Read Now
Brett Pernicano, Dowling & Yahnke Wealth Advisors

Brett R. Pernicano Named “40 Next Top Business Leaders Under...

Read Now

CI Financial to Acquire Dowling & Yahnke, a Leading San...

Read Now
Andy McNamara and Erik Nelson, Dowling & Yahnke Wealth Advisors

Andy McNamara, CFP®, and Erik Nelson, CFP®, Earn the Certified...

Read Now
Ana Diaz | CFP CFA Lead Advisor | D&Y Wealth Advisors San Diego

ANNA E. DIAZ, CFP®, CPWA®, CEPA PROMOTED TO PRINCIPAL OF...

Read Now
Dale Yahnke and Greg Richardson

DALE YAHNKE & GREG RICHARDSON HONORED ON THE SAN DIEGO...

Read Now
Ana Diaz | CFP CFA Lead Advisor | D&Y Wealth Advisors San Diego

Anna E. Diaz, CFP®, CEPA, Earns the Certified Private Wealth...

Read Now