Dowling and Yahnke Wealth, San Diego, CA

Dowling and Yahnke Wealth

www.dywealth.com

Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.

Number of Employees: 25-100
Annual Revenue: $1-10 Million

www.dywealth.com
12265 El Camino Real Suite 300
San Diego, CA USA 92130
Phone: 858.509.9500

Name	Title	Contact Details
Larry Nakamura	Chief Compliance Officer	Profile

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