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Dowling & Yahnke

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12340 El Camino Real, Suite 450
San Diego, California - 92130 United States
Phone: 858-509-9500
Dowling & Yahnke

Founded in 1991, Dowling & Yahnke is an independent, fee-only registered investment adviser providing comprehensive portfolio management and retirement planning. The firm currently manages approximately $3 billion for more than 1,000 clients, primarily individuals and families in Southern California.
Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.

Mark Wernig Promoted to Portfolio Manager at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig has been promoted to Portfolio Manager. In his new role, Mark will serve as…

Dale Yahnke Honored In Barron's

In this week's publication, Barron's honors a select group of twelve U.S. financial advisors, "Our Independent Advisory All-Stars."  Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron's "Top 100 Independent Advisors."…


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