Sign In
Get Clay Free →

Suggestions

    Carsten Lester

    Dowling & Yahnke Wealth Advisors

    Carsten Lester is an Associate Wealth Advisor at Corient, formerly known as Dowling & Yahnke Wealth Advisors.1 He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.1 Previously, Carsten served as a Client Service Assistant at Dowling & Yahnke Wealth Advisors. His background includes experience in Portfolio Management from his time at Axos Bank.

    Dowling & Yahnke Wealth Advisors, now part of Corient, is a fee-only registered investment advisory firm based in San Diego, California. The firm has been providing investment advice to clients since 1987.2 In June 2021, CI Financial Corp. completed its acquisition of Dowling & Yahnke, which at the time managed approximately US$5.1 billion in assets.3

    Highlights

    Meet The Lester Glenn Ford Service Team
    Feb 28 · seattle.gov
    [PDF] Statements of Financial Interests - Seattle.gov
    Jun 30 · businesswire.com
    CI Financial Completes Acquisition of San Diego RIA Dowling ...
    CI acquires US$5.1B San Diego-based RIA | Investment Executive

    Related Questions

    What are Carsten Lester's main responsibilities at Corient?
    How long has Carsten Lester been working in the financial industry?
    What specific services does Corient offer to its clients?
    How does Carsten Lester's role at Corient differ from his previous roles?
    What are some notable achievements or projects Carsten Lester has worked on?
    Carsten Lester
    Carsten Lester, photo 1
    Carsten Lester, photo 2
    Add to my network

    Location

    San Diego, California, United States