FINANCIAL

Whether your financial needs are raising capital or planning for your employees’ retirements, let us find you the most effective solutions.

  • dowling-and-yahnke
  • At Dowling & Yahnke, we approach wealth management differently than Wall Street firms, insurance companies, and banks. Since 1991, we have served our clients as a fiduciary – putting clients’ interests first – with transparency and an investment approach based upon a well-grounded, long-term investment philosophy, which is not influenced by market fads or hype. With $3 billion of assets under management, we serve individuals, not-for-profit and other organizations with services spanning investment management and financial planning.

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  • Contact

    Brett Pernicano
    Portfolio Manager
    858.509.9500
    brett.pernicano@dywealth.com

    Mark Muñoz
    Partner
    858.509.9500
    mark.munoz@dywealth.com

    12340 El Camino Real, Suite 450
    San Diego, CA 92130

    www.dywealth.com/services


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