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)

$2,205

Number of local portfolio managers or investment advisers

8

Services offered

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

Executives

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