Dowling & Yahnke Wealth Advisors

Description: In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management—independent, transparent, & world-class financial advice predicated on personal relationships. Today, we manage approximately $4 billion & provide portfolio management & financial planning services to over 1,200 clients in San Diego & across the US. Our only source of revenue is a competitive management fee. No commissions, unnecessary trades, or competing incentives. As a fiduciary, we put you first.

Address: 12265 El Camino Real, Suite 300, San Diego, California, 92130

Phone: (858) 509-9500

Email: [email protected]

List of Service: investment management retirement planning estate planning financial planning executive compensation

Payment Methods: Personal Check, Invoice

Business Hours: Mon- Fri: 8:00 am - 5:00 pm

Number of Employees: 50