CI Dowling & Yahnke Private Wealth's predecessor firm, Dowling & Yahnke, was founded in 1991. Since then, we have been passionate about helping clients manage their financial goals. We have offices in—and are committed to—the San Diego community and are also equipped to provide world-class financial services virtually to wherever you call home. In 2022, Dowling & Yahnke partnered with CI Financial to become part of CI Private Wealth. CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are. 

The CI D&Y Way

When you trust us with your money, you are trusting us with a big part of your life. We strive every day to make the best decisions to support your happiness, comfort, and financial security. We are driven by fiduciary responsibility to put your interests first in everything we do. And we make it our mission to speak—and invest—in terms you can understand.

Invested in our community

We deeply care about our San Diego community. We live here. We work here. We raise our families here. That’s why our team focuses on giving back to the San Diego Community—especially youth, as they represent our community's future. Through the years we’ve been on the boards of dozens of local, nonprofit organizations, and we continue to give in order to uplift others and to help ensure San Diego remains the best place to live, work, and play.



Discover how we can help you on your journey.