Suggestions
Brett Pernicano
Lead Advisor/Principal at Dowling & Yahnke
Brett Pernicano is a Partner and Wealth Advisor at Corient Private Wealth, based in San Diego, California.13 He was previously a Lead Advisor and Principal at Dowling & Yahnke, LLC.2 With over 15 years of experience in the financial services industry, Brett specializes in various areas of financial guidance, including:
- Business exit planning
- Divorce planning
- Multigenerational wealth transfers
- Asset management
- Comprehensive financial planning
Brett holds multiple professional designations, including:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst® (CFA®)
- Certified Exit Planning Advisor (CEPA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
He completed his undergraduate studies at the University of Washington, earning a degree in business administration with an emphasis in finance.13
Brett has been recognized for his professional achievements, winning the San Diego Business Journal's "40 Next Top Business Leaders Under 40" award in 2021.13
As a third-generation San Diegan, Brett has strong ties to the community. He currently resides in Del Sur with his wife and their two children. In his free time, he enjoys playing beach volleyball, snowboarding, and golf.13
