Wealth Management Firms

Dowling & Yahnke LLC

Company Website

12340 El Camino Real Ste., 450
San Diego, CA 92130

Company Est.:

Year Est. in San Diego: 1991

Sourcebook Data

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Dowling & Yahnke LLC

Assets managed in 2012 (figures in millions)


Number of local portfolio managers or investment advisers


Services offered

Investment management, retirement planning, Charitable Remainder Trust (CRT) management, education planning


Mark Muñoz

  • Chief Financial Officer
  • Chief Operating Officer
  • Partner

Paul Temby

  • Partner

Will Beamer

  • President
  • Chief Information Officer

Mark Dowling

  • Founding Partner

Dale Yahnke

  • Founding Partner