Founded in 1991, Dowling & Yahnke, LLC is an investment adviser that provides comprehensive portfolio management as well as retirement planning. The firm currently manages over $1.5 billion for approximately 750 clients, which mainly includes individuals and also families in Southern California. Its list of services includes investment management, retirement planning, support and communication, charitable giving, education planning, consultation and coordination among others. Dowling & Yahnke, LLC is an SEC-registered investment adviser located in San Diego, Calif.