Dowling & Yahnke, LLC

Description

Address: 12265 El Camino Real Suite 300, San Diego, CA 92130 Hours: Open ⋅ Closes 5PM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (858) 509-9500Website: : : : : Place name: : : Category: Website: http://www.dywealth.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.

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Dowling & Yahnke, LLC Employees

Employee
Years
Job
Industry
Jake Erlendson, CFA, CFP® Jake Erlendson, CFA, CFP® Greater San Diego Area Details
Jake Erlendson, CFA, CFP®'s Dowling & Yahnke, LLC Experience January 2014 - Present
Job Portfolio Manager at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   January 2014 - Present
Dowling & Yahnke, LLC   September 2008 - January 2014
Dowling & Yahnke, LLC   February 2006 - August 2008

Education
UC San Diego
Bachelor of Arts (B.A.), Economics

Robert Mikulski Robert Mikulski Atlanta, Georgia Details
Robert Mikulski's Dowling & Yahnke, LLC Experience October 2008 - November 2013
Job Client Care Coordinator at Homrich Berg
Industry Investment Management
Experience
Homrich Berg  September 2014 - Present
Callan Capital   December 2013 - September 2014
Dowling & Yahnke, LLC   October 2008 - November 2013
Lexington Wealth Management  September 2005 - September 2008
Lexington Wealth Manangement   October 2004 - September 2005

Education
University of Massachusetts Boston   2002 — 2005
B.A., Economics

Mark Wernig Mark Wernig San Diego, California Details
Mark Wernig's Dowling & Yahnke, LLC Experience February 2015 - Present
Job Portfolio Management Associate at Dowling & Yahnke, LLC
Industry Financial Services
Experience
Dowling & Yahnke, LLC   February 2015 - Present
Naval Surface Force, U.S. Pacific Fleet Readiness Headquarters   May 2015 - Present
US Navy  May 2004 - April 2015

Skills
Operational Planning, Surface Warfare, Security Clearance, National Security, Organizational..., Program Management, Portfolio Management, Finance, Wealth Management

Education
University of California, San Diego - The Rady School of Management   2015 — 2018
Master of Business Administration (MBA), Finance and Financial Management Services

Naval War College   2009 — 2011
MA, National Security & Strategic Studies

United States Naval Academy   2000 — 2004
BS, Political Science

Ashley Stroud, CFP® Ashley Stroud, CFP® San Diego, California Details
Ashley Stroud, CFP®'s Dowling & Yahnke, LLC Experience April 2011 - April 2014
Job Operations Specialist at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc.   May 2014 - Present
Dowling & Yahnke, LLC   April 2011 - April 2014
Bank of America  2008 - 2011

Skills
APX, Junxure, Cost Basis Reporting, Microsoft Excel, Microsoft Office, Axys, Project Management, Personal Finance, Banking, Administrative Work, Salesforce.com, Customer Service, Financial Services, Wealth Management, Retirement Planning, Financial Planning

Education
San Diego State University-California State University   2004 — 2008
Bachelor of Science (B.S.), Financial Planning and Services

The Chinese University of Hong Kong   2007 — 2007

Jeremy Crooks Jeremy Crooks Sacramento, California Area Details
Jeremy Crooks's Dowling & Yahnke, LLC Experience April 2014 - August 2015
Job IT Technician at Dowling & Yahnke, LLC
Industry Information Technology and Services
Experience
Dowling & Yahnke, LLC   April 2014 - August 2015
Highroad IT   March 2010 - April 2014

Skills
Computer Maintenance, Network Services, Hardware Installation, Remote Access, Internet Troubleshooting, Remote Troubleshooting, Routers, Printers, VMware

Education
UCI   2009 — 2011

Rocklin High School   2005 — 2009
High School Diploma

Jacqueline Bell CFA, CFP® Jacqueline Bell CFA, CFP® San Diego, California Details
Jacqueline Bell CFA, CFP®'s Dowling & Yahnke, LLC Experience February 2007 - Present
Job Director at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   February 2007 - Present
Merrill Lynch  September 1996 - September 2006
Harbor Capital Management   1993 - 1996
The Boston Company  June 1989 - September 1993

Education
Harvard University   1985 — 1989

United World College USA   1983 — 1985
International Baccalaureate (I.B.)

Nicole Preston Crandell Nicole Preston Crandell Greater Denver Area Details
Nicole Preston Crandell's Dowling & Yahnke, LLC Experience August 2006 - August 2008
Job Brand Manager at Dish Network
Industry Telecommunications
Experience
Dish Network  June 2015 - Present
Dish Network  July 2014 - June 2015
Famous Brands International  August 2013 - July 2014
Nestlé USA  July 2012 - August 2013
Nestle USA  June 2011 - August 2011
The Coromega Company, Inc.   August 2008 - July 2010
Dowling & Yahnke, LLC   August 2006 - August 2008
General Electric  June 2005 - September 2005

Skills
Financial Modeling, Financial Analysis, Market Research, Business Strategy, Valuation, Forecasting, Brand Management, Consumer Products, Marketing, Cross-functional Team..., Analytics, Project Management, Product Management, Customer Insight, CRM, Data Analysis, Integrated Marketing, Strategic Planning, Business Development, Management, Digital Strategy, Digital Marketing, Analysis, Market Analysis, Product Launch, Social Media

Education
University of Southern California - Marshall School of Business   2010 — 2012
MBA, Marketing - Brand Management

Stanford University   2002 — 2006
B.A., Economics

Arapahoe High School   1998 — 2002

Alana Asmussen, CFA, CFP® Alana Asmussen, CFA, CFP® Greater San Diego Area Details
Alana Asmussen, CFA, CFP®'s Dowling & Yahnke, LLC Experience January 1995 - Present
Job Partner at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   January 1995 - Present

Education
San Diego State University-California State University   1992 — 1994
Master Science Business Administration, Financial & Tax Planning

University of Iowa   1988 — 1992
Bachelor Business Administration, Economics

Paul Temby, CFA, CFP®, CDFA™ Paul Temby, CFA, CFP®, CDFA™ Greater San Diego Area Details
Paul Temby, CFA, CFP®, CDFA™'s Dowling & Yahnke, LLC Experience August 1998 - Present
Job Partner at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   August 1998 - Present
James Hardie  1992 - 1996
James Hardie Irrigation   1992 - 1996
Carpenter Technology/Special Products Division   1990 - 1992
SOCIETE PROCAL (Langres, France)   August 1988 - May 1989

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

Université catholique de Louvain   1989 — 1990
Diplome, Administration des Entreprises

University of California, San Diego
BS, Mechanical Engineering

Georg-August-Universität Göttingen   1984 — 1985

Jared Penoyar Jared Penoyar Baltimore, Maryland Details
Jared Penoyar's Dowling & Yahnke, LLC Experience May 2008 - October 2010
Job Solutions Consultant at Clearshark
Industry Information Technology and Services
Experience
Clearshark  February 2015 - Present
BAI BAI Federal BAI Commercial   May 2012 - February 2015
Deutsche Bank  April 2011 - May 2012
Dowling & Yahnke, LLC   May 2008 - October 2010
Maximum Equities, Inc   May 2006 - January 2008

Skills
Network Security, Network Engineering, Network Monitoring Tools, Network Design, Enterprise Software, Sales, Leadership, Program Management, Cloud Computing, Account Management, Management, Salesforce.com, Customer Service, Microsoft Office

Education
University of Maryland College Park   2002 — 2006
Bachelor of Arts, Economics

St. Joseph's Collegiate Institute   1998 — 2002

Dale Yahnke, CFA, CFP® Dale Yahnke, CFA, CFP® Greater San Diego Area Details
Dale Yahnke, CFA, CFP®'s Dowling & Yahnke, LLC Experience May 1991 - Present
Job Founding Partner at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   May 1991 - Present
DLA Piper US LLP  1985 - May 1991

Education
San Diego State University-California State University   1981 — 1983
MBA, Finance

Claremont McKenna College   1975 — 1979
BA, Finance

Greg Richardson, MS, MPAS, CFP® Greg Richardson, MS, MPAS, CFP® Greater San Diego Area Details
Greg Richardson, MS, MPAS, CFP®'s Dowling & Yahnke, LLC Experience July 2014 - Present
Job Portfolio Manager at Dowling & Yahnke, LLC
Industry Financial Services
Experience
Dowling & Yahnke, LLC   July 2014 - Present
Halpern Financial, Inc.   September 2010 - July 2014
Harrison - de Charon, LLC.   July 2008 - September 2010
Cullington Hill Advisors   September 2002 - April 2008
Lindsay & Brownell, LLP   2002 - 2002

Skills
Retirement, Investment Management, Personal Financial..., Insurance, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Planners, Estate Planning, Wealth Management, Tax, Employee Benefits, Asset Allocation, Financial Advisory

Education
College for Financial Planning   2007 — 2009
M.S.

University of California, San Diego   1998 — 2002
B.A.

Universidad Complutense de Madrid   2001 — 2001

Robert Arenivas, CFP® Robert Arenivas, CFP® San Diego, California Details
Robert Arenivas, CFP®'s Dowling & Yahnke, LLC Experience March 2014 - March 2015
Job Financial Planner
Industry Financial Services
Experience
Dowling & Yahnke, LLC   March 2014 - March 2015
US Trust  November 2011 - July 2013
Kanaly Trust Company  January 2009 - November 2011
USAA  June 2008 - August 2008
CUTCO Cutlery  2004 - 2004

Skills
Wealth Management, Financial Planning, Asset Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Finance, Mutual Funds

Education
Texas Tech University   2006 — 2008
B.S., Personal Financial Planning

Jeff Gohsler, CFA Jeff Gohsler, CFA Greater San Diego Area Details
Jeff Gohsler, CFA's Dowling & Yahnke, LLC Experience February 2007 - Present
Job Assistant Portfolio Manager at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   February 2007 - Present

Education
San Diego State University-California State University   2002 — 2006
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law

Lauren M. Treadwell Lauren M. Treadwell San Diego, California Details
Lauren M. Treadwell's Dowling & Yahnke, LLC Experience January 2015 - Present
Job Administrative Assistant at Dowling & Yahnke, LLC
Industry Financial Services
Experience
Dowling & Yahnke, LLC   January 2015 - Present
Aggeus Healthcare  August 2011 - October 2014
Aggeus Healthcare  April 2010 - August 2011
MB Financial Bank  October 2008 - February 2010
Hangar Theatre  May 2008 - August 2008
University of Pittsburgh  August 2005 - April 2008

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Healthcare, Research, Outlook, Data Entry, Time Management, Photoshop, Editing, Marketing, Medicare, Healthcare Management, HIPAA, Management, Medical Terminology

Education
University of Pittsburgh   2004 — 2008
Bachelor of Arts, Theatre Arts and Women's Studies

Marple Newtown Senior High   2000 — 2004

Bernadette Delaney Bernadette Delaney Greater San Diego Area Details
Bernadette Delaney's Dowling & Yahnke, LLC Experience June 1993 - Present
Job Director at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC   June 1993 - Present
American Red Cross - San Diego/Imperial Counties Chapter  August 1991 - March 1993
HomeFed Bank  January 1989 - November 1990
HomeFed Bank  October 1985 - January 1989
Bank of Hawaii  June 1982 - August 1985

Education
University of Notre Dame   1978 — 1982
Bachelor of Arts (BA), Economics