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  • 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

    Mark Muñoz

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

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