PRLog - Aug. 18, 2014 - SAN DIEGO -- Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Mike Brown, Senior Portfolio Manager,is now a CERTIFIED FINANCIAL PLANNER™ (CFP®).
To earn this distinguished designation, a candidate must pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one's ability to correctly diagnose financial planning issues and apply one's knowledge of financial planning to real world circumstances. Candidates also complete a minimum of three years of full-time financial planning-related experience and adhere to the CFP Board's Standards of Professional Conduct ethical and practice standards.
“We are proud of Mike’s outstanding achievement,” said Will Beamer, President and Chief Investment Officer. “The CERTIFIED FINANCIAL PLANNER™ designation is one of the most highly respected and globally recognized professional credentials in the financial industry.”
“Given that one of our firm’s core values is knowledge, we support our team members’ pursuit of high professional standards, such as the CFP® certification,” continued Will Beamer. “As a CFP® practitioner, Mike joins nine other members of the Dowling & Yahnke team who have achieved this highly respected designation. We believe such standards enable us to provide outstanding service to our clients.”
Prior to joining Dowling & Yahnke, Mike was a Partner at Deloitte, a global accounting, financial advisory, and consulting organization, where he spent fifteen years working with public companies and private equity investor clients.
Mike holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, is licensed as a Certified Public Accountant (CPA) in Florida and Michigan, and has a Master of Business Administration (MBA) degree from the Kellogg School of Management at Northwestern University. He completed his undergraduate work at Oakland University (Michigan), where he majored in Accounting and graduated summa cum laude.
Mike was born and raised in Michigan and lived in Florida for a number of years. He lives in Carmel Valley with his wife and two daughters.
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke has provided customized solutions in investment management, retirement planning, and charitable giving. As a fiduciary, fee-only adviser, Dowling & Yahnke places clients’ interests first, giving them peace of mind in a complex financial world.
For more information, visit dywealth.com.
Read Full Story - Mike Brown Earns CFP® Certification | More news from this source
Press release distribution by PRLog
Mike Brown Earns CFP® Certification
August 18, 2014 at 12:35 PM EDT
