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Dowling & Yahnke Wealth Advisors
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Investment management, retirement planning, estate planning, financial planning, executive compensation
Address12265 El Camino Real, Suite 300, San Diego, California, 92130
Phone+1 (858) 509-9500
Websitewww.dywealth.com
E-mail
Contact personMark Munoz
Working hoursMon - Fri: 8:00am - 5:00pm, Sat - Sun: Closed

In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management—independent, transparent, & world-class financial advice predicated on personal relationships. Today, we manage approximately $4 billion & provide portfolio management & financial planning services to over 1,200 clients in San Diego & across the US. Our only source of revenue is a competitive management fee. No commissions, unnecessary trades, or competing incentives. As a fiduciary, we put you first.  

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