Mark Wernig

Mark joined Dowling & Yahnke in 2015 and is dedicated to serving the Firm’s clients and delivering personalized investment and financial planning advice.

After becoming a Principal in 2018, he was invited to join the Firm’s Executive Committee in 2020. Mark has been recognized nationally as a top “40 Under 40” in financial planning by InvestmentNews and locally by the San Diego Business Journal in business leadership. He is a graduate of both the U.S. Naval Academy (Annapolis, MD) and the U.S. Naval War College (Newport, RI). Mark holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned a MBA from the UC San Diego, Rady School of Management.

Prior to joining the Firm, Mark served nearly eleven years in the U.S. Navy as a Surface Warfare Officer, deploying six times and traveling extensively throughout the Middle East and Asia. He is presently a Commander in the U.S. Navy Reserve.

Mark was born and raised in Northeast Ohio. He lived overseas and on both coasts for a number of years before settling in San Diego with his wife and three daughters.