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Tracy Burgett Joins Dowling & Yahnke

Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Tracy Burgett has joined the Firm as a Planning Specialist.

 
Tracy Burgett, J.D. - Planning Specialist
Tracy Burgett, J.D. - Planning Specialist
PRLog - Apr. 21, 2014 - SAN DIEGO -- Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Tracy Burgett has joined the Firm as a Planning Specialist.

Tracy will be expanding the Firm’s expertise in financial planning strategies including financial goals analysis, estate planning, education planning, tax efficiency, college savings, social security, and executive compensation.  Prior to joining Dowling & Yahnke, she worked for several years at a San Diego wealth advisory firm as a financial planner and as operations manager.  Tracy also practiced law in the area of business transactions and litigation.

“We are always striving to enhance our clients’ experience,” according to Paul Temby, one of the Firm’s Partners.  “Tracy’s addition augments a critical skill set for Dowling & Yahnke.  Tracy has a unique combination of financial planning knowledge with a business and legal background.  Her experience will provide our clients with additional resources to address increasingly complex financial issues.”

Tracy earned an Executive Financial Planner Advanced Certificate from San Diego State University.  Tracy earned a J.D. from Hastings College of the Law in San Francisco, graduating cum laude in 1993.  She completed her undergraduate work in Journalism at the University of Missouri – Columbia.

Tracy is a Missouri native and remains a die-hard Cardinals baseball fan.  She has lived in Carmel Valley since 2000 with her husband and two daughters.  She is a lifetime member of Girl Scouts, and enjoys skiing, adventure sports, and travel.

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 and is nationally ranked #34 by Investment News as one of the largest fee-only firms in the country measured by discretionary assets under management.*  For the seventh consecutive year, Dowling & Yahnke is the only San Diego County firm with an adviser on the Barron’s Top 100 Independent Advisers List.

For more information, visit www.dywealth.com.

*As most recently reported by RIA Database for Registered Investment Advisory firms based on discretionary assets under management as defined by the Securities and Exchange Commission and reported as of March 31, 2012.  Firms were included based upon the following criteria: greater than 50% of their business must serve the retail marketplace; they provide financial planning services, wealth management, or portfolio management for individuals; they do not conduct business as a broker/dealer; they do not charge commissions or employ brokers; and a dominant portion of their business must not be managing proprietary products.


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Source:Dowling & Yahnke, LLC
City/Town:San Diego - California - United States
Industry:Finance, Investment
Tags:investment management, wealth management, financial planning, Planning Specialist
Shortcut:prlog.org/12312586
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