Gregory Richardson (CFP®, MS)

Gregory Richardson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Greg Richardson is a Lead Advisor and Principal at Dowling & Yahnke, an independent, fee-only registered investment adviser. Dowling & Yahnke provides comprehensive portfolio management and wealth planning. Located in San Diego, California, the Firm currently manages over $4 billion for more than 1,300 clients, primarily individuals, families, endowments and foundations.

NAPFA Start Date

January 16, 2009


This Office

12265 El Camino Real, Suite 300 San Diego, CA 92130 Phone: (858) 509-9500 Fax: (858) 509-9520