Brett Pernicano

As a Lead Advisor at Dowling & Yahnke, Brett Pernicano, CFA, CFP®, CEPA, CDFA®, ChFC®, CLU®, specializes in providing independent, fee-only wealth advisory services.

With a background in Business Administration with an emphasis in Finance from the University of Washington, Brett has been a key figure at Dowling & Yahnke since 1991.

Dowling & Yahnke, located in San Diego, California, manages over $4 billion in assets for a diverse client base of more than 1,200 clients, including individuals, families, and nonprofit organizations.

Throughout his career, Brett Pernicano has been recognized for his expertise by reputable publications like The Wall Street Journal, Forbes, and Barron's.

Prior to his role at Dowling & Yahnke, Brett held positions as a Financial Advisor at Burnham Gibson Financial Group and AXA Advisors, LLC.

Brett Pernicano's professional designations include CFA, CFP®, CEPA, CDFA®, ChFC®, and CLU®.