Dale Yahnke Cfa, Cfp®

Dale Yahnke, CFA, CFP®, has extensive work experience in the financial industry. Dale is currently a Partner at Corient, one of the largest integrated RIAs in the United States, where they manage high and ultra high net worth clients. Prior to this role, Dale was the CEO & Founding Principal of Dowling & Yahnke, LLC, an independent investment advisory firm, where they provided financial planning advice and managed assets for individuals, families, and nonprofit organizations. Before that, they worked as a Financial Analyst at DLA Piper US LLP (formerly known as Gray Cary Ware & Freidenrich), where they were involved in investment and securities matters and served as an expert witness. Dale's work experience spans almost 40 years, showcasing their expertise and dedication to the financial industry.

Dale Yahnke, CFA, CFP®, pursued their higher education by first attending Claremont McKenna College from 1975 to 1979. During this time, they focused on finance and obtained a Bachelor of Arts degree. Building on their foundation in finance, Dale Yahnke went on to pursue a Master of Business Administration degree at San Diego State University. From 1981 to 1983, they honed their financial knowledge and skills while specializing in finance.