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,”
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 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;