San Diego Business Journal

Wealth Management Co. Builds Up People, Portfolios and Reputation

Creating Value Is at the Core of Many of Wealth Management Co.’s Moves By Sarah de Crescenzo Originally published January 5, 2017 at 2:54 p.m., updated January 5, 2017 at 2:54 p.m.
   
Dowling & Yahnke LLC partners Mark Muñoz, chief operating officer, at left, and Dale Yahnke,  co-founder and CEO, say being straight with clients about their disciplined investing style and hiring well-credentialed talent have been the company’s keys to success.

Dowling & Yahnke LLC partners Mark Muñoz, chief operating officer, at left, and Dale Yahnke, co-founder and CEO, say being straight with clients about their disciplined investing style and hiring well-credentialed talent have been the company’s keys to success. Photo by Melissa Jacobs.

— Investing is a long-term endeavor...

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