Dale Yahnke CFA CFP

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Email: ****e@dywealth.com

Location: San Diego, California, United States

Current employer:

Dowling & Yahnke, LLC

Current title:

CEO & Founding Principal

Last updated: 22/05/2023 00:39 AM

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About

Dale Yahnke CFA CFP is from San Diego, California, United States. Dale is currently CEO & Founding Principal at Dowling & Yahnke, LLC, located in San Diego, California, United States.

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Dale Yahnke CFA CFP's current jobs

Company: Dowling & Yahnke, LLC

Title: CEO & Founding Principal

Period: May 1991 - Present (33 years, 6 months)

Location: San Diego, California, United States

As an independent, fee‐only registered investment advisor, Dowling & Yahnke provides time-tested, objective financial planning advice and investment management services while adhering to an exceptional standard – the fiduciary standard. Founded in 1991, the San Diego-based Firm currently manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations.