Dowling & Yahnke

Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed to secure the financial health of its clients. Located in San Diego, California, the Firm manages over $5 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations. Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.