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 San Diego, 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.
Erlendson holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®).
He graduated from the University of California, San Diego with a BA in Economics.
Erlendson 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.