Jake Erlendson is a Lead Advisor at Dowling & Yahnke, an independent, fee‐only registered investment advisor. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health and personal freedom of its clients. Located in SanDiego, California, the Firm manages approximately $4 billion for more than 1,000 clients,
primarily individuals, families, and nonprofit organizations. Dowling & Yahnke has been nationally recognized by The Wall Street Journal, Forbes, Barron’s, Bloomberg Magazine, and Worth. Jake holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). He graduated from the University of California, San Diego with a Bachelor of Arts degree in Economics. Jake grew up in the San Francisco Bay Area. He has lived in San Diego for over 15 years and currently resides in Poway with his wife and two children.