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 Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser. Dowling & Yahnke provides comprehensive portfolio management and retirement planning. Located in San Diego, California, the Firm currently manages over $3.5 billion for more than 1,000 clients, primarily individuals, families, endowments and foundations.

NAPFA Start Date

January 16, 2009

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This Office

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