“I am honored to be selected for the seventh consecutive year as the only San Diego-based investment advisor in the Barron’s Top 100 Independent Financial Advisors ranking,” said Dale Yahnke. “This recognition is the result of a shared team effort. Over our twenty-plus years, we have built a special collection of highly talented and credentialed individuals. We continually look to improve our client experience and foster an enriching work environment for our colleagues.”
Dale, a native San Diegan who lives in Carmel Valley with his wife and two children, is actively committed to the San Diego community and the investment advisory industry. Currently, he is a member of the Legacy Executive Committee, the Board of Trustees of the Rady Children’s Hospital Foundation, and the Voices for Children Community Advisory Council. Dale also serves as Treasurer and is a member of the Board of Trustees of the Junior Seau Foundation. He has served on the Board of Trustees for Voices for Children, Kids Included Together, and the Planned Giving Committee at the University of California, San Diego. Also, Dale has been a member of the Children’s Hospital Planned Giving Board and served as Treasurer on the Board of Trustees for the San Diego Museum of Man. He is a member of the CFA Society of San Diego, Inc. and the CFA Institute. He has been a member of the San Diego Estate Planning Council and the La Jolla Estate Planning, Trust and Probate Section.
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 seventh consecutive year, Dowling & Yahnke is the only San Diego County firm with an adviser in the Barron’s Top 100 Independent Financial Advisors list. For more information, visit dywealth.com.