Mr. Yahnke Honored for Ninth Consecutive Year; Only San Diego Advisor Ranked
SAN DIEGO - Aug. 27, 2015 - PRLog -- For the ninth consecutive year, Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the “Top 100 Independent Wealth Advisors.” In its August 24, 2015, issue, Barron’s published its ninth annual ranking of top independent advisors. Dale Yahnke is one of only twelve advisors nationwide who have been recognized every year Barron’s has conducted its national rankings. Additionally, Dale remains the only San Diego-based advisor to have ever been named to the Barron’s list. Rankings are established according to several criteria including quality of practice and assets under management.
“It is an incredible honor to once again be named to the Barron’s Top 100 Independent Wealth Advisors ranking,” said Dale Yahnke. “Currently managing approximately $3 billion for more than 1,000 clients, our Firm’s collective success over the last year has been driven by our priority to passionately deliver clients with unbiased advice and exceptional service by our highly credentialed team. Over the last year, we are proud to have seen our staff grow to include ten CFA® charterholders and thirteen CFP® practitioners. We will continue to leverage the talent of exceptional professionals to best serve our clients.”
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 a member of the Legacy Executive Committee, the Board of Trustees of the Rady Children’s Hospital Foundation, and a member of the Voices for Children Board of Directors and Finance Committee, Dale also serves as a member of the Board of Trustees of the Junior Seau Foundation. He has served on the Board of Trustees for Kids Included Together and the Planned Giving Committee at the University of California, San Diego. Dale has also 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 Institute and CFA Society of San Diego, Inc. and 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 ninth consecutive year, Dowling & Yahnke is the only San Diego County firm with an adviser in the Barron’s Top 100 Independent Wealth Advisors list. For more information, visit dywealth.com.
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BARRON’S Ranks Dale Yahnke Among “America's Top 100 Independent Wealth Advisors"
August 27, 2015 at 02:41 AM EDT
