Dale Yahnke Among "Best of Best" Financial Advisors Attends Barron's Winner's Circle Advisor Summit

April 23, 2012 - PRLog -- Exclusive Conference Hosts Elite Gathering of Nation’s Independent Financial Advisors and Industry Decision Makers
San Diego, CA - April 23, 2012: Dale Yahnke, a founding partner at Dowling & Yahnke, LLC, attended the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge March 21-23 in Phoenix, AZ.

Mr. Yahnke was one of 65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 29, 2011 issue, in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

“It is an honor to be selected by Barron’s for the fifth consecutive year and to be the only San Diego-based investment advisor in the Top 100 Independent Financial Advisors ranking,” said Mr. Yahnke. “I am proud to be part of such a select peer group of thought leaders in the independent wealth management industry. Over our twenty-year history, I believe our efforts to provide independent financial advice has resonated well with investors, resulting in our assets under management exceeding $2 billion.”

This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times, said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.”

In addition to the Top Independent Financial Advisors, as ranked in Barron’s, there were approximately 350 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.

For more information about Barron’s Winner’s Circle conferences, please go to http://www.barronsmag.com/about/conferences

About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke has provided customized solutions in investment management, retirement planning, and charitable giving. As a fiduciary, fee-only adviser, Dowling & Yahnke places clients’ interests first, giving them peace of mind in a complex financial world.

Dowling & Yahnke is one of the largest independent, wealth management firms in San Diego. For the fifth consecutive year, Dowling & Yahnke is the only San Diego County firm with an adviser on Barron’s Top 100 Independent Financial Advisors list. For more information, visit http://www.dywealth.com.

About Barron’s
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.

The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.

Attendees of the Barron’s Winner’s Circle Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors,” (August 29, 2011) as well as financial advisors who were chosen by Barron’s or their associated firms.