CREATING VALUE IS AT THE CORE OF MANY OF WEALTH MANAGEMENT CO.’S MOVES
Wealth Management Co. Builds Up People, Portfolios and Reputation
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. Photo by Melissa Jacobs.
San Diego — Investing is a long-term endeavor...
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