Dale E. Yahnke

Partner, Co-CEO & Wealth Advisor at Dowling & Yahnke Wealth Advisors

Dale holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, and has a Master of Business Administration, Finance (MBA) degree from San Diego State University. Dale completed his undergraduate work at Claremont McKenna College with a degree in Economics.

Prior to Dowling & Yahnke, Dale worked for six years as a financial analyst with the law firm of Gray Cary Ware & Freidenrich (now known as DLA Piper US LLP). He has served as an expert witness in investment and securities related matters.

Dale has been featured in numerous financial publications including Barron’s and The Wall Street Journal. He has been recognized by Barron’s for fourteen consecutive years as one of its “Top 100 Independent Financial Advisors” in the country, as well as listed on Barron’s “Top Advisor Rankings: California” for seven consecutive years.1,2.

Timeline

  • Partner, Co-CEO & Wealth Advisor

    Current role

  • CEO & Principal

  • Co-CEO & Principal

View in org chart