|CFA, CFP® Principal and Lead Advisor - Dowling & Yahnke Wealth Advisors
Alana Asmussen recently celebrated twenty-five years with Dowling & Yahnke Wealth Advisors. As Principal and Lead Advisor, she has been a key participant in the growth and development of the Firm. She has extensive experience managing portfolios and guiding clients through all phases of their financial lives. “Being a good listener with a genuine interest in helping people has been instrumental in building a strong relationship with my clients,” says Alana.
“I love serving as a sounding board for my clients when they face a tough financial decision. Many clients seek assistance on how to help their children without sacrificing their own retirement goals or hindering their children’s development into financially independent adults. It’s rewarding to coach clients on how to have productive conversations about money with their families,” said Alana. Alana holds the Charter Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations and has a Master of Science in Business Administration, Financial Planning (MSBA) from San Diego State University. She completed her undergraduate work at the University of Iowa with a Bachelor’s Degree in Business, Economics.
She is a member of P.E.O. International (a women’s philanthropic, educational organization), the Estates & Trust Executive Committee of Rady Children’s Hospital Foundation and has been newly elected to the Vista Hill Board of Directors.