To earn this distinguished designation, a candidate must pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one's ability to correctly diagnose financial planning issues and apply one's knowledge of financial planning to real world circumstances. Candidates also complete a minimum of three years of full-time financial planning-related experience and adhere to the CFP Board's Standards of Professional Conduct ethical and practice standards.
“We are proud of Mike’s outstanding achievement,”
“Given that one of our firm’s core values is knowledge, we support our team members’ pursuit of high professional standards, such as the CFP® certification,”
Prior to joining Dowling & Yahnke, Mike was a Partner at Deloitte, a global accounting, financial advisory, and consulting organization, where he spent fifteen years working with public companies and private equity investor clients.
Mike holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, is licensed as a Certified Public Accountant (CPA) in Florida and Michigan, and has a Master of Business Administration (MBA) degree from the Kellogg School of Management at Northwestern University. He completed his undergraduate work at Oakland University (Michigan), where he majored in Accounting and graduated summa cum laude.
Mike was born and raised in Michigan and lived in Florida for a number of years. He lives in Carmel Valley with his wife and two daughters.
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.
For more information, visit dywealth.com.