Gregory J. Richardson

MS, MPAS®, CFP®

Dowling & Yahnke, LLC

Portfolio Manager

Gregory J. Richardson

MS, MPAS®, CFP®

Dowling & Yahnke, LLC

Portfolio Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gregory J. Richardson, MS, MPAS®, CFP®

(858) 509-9500

Greg Richardson is a Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser.

Meet Gregory J. Richardson

Greg Richardson is a Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser. 

Greg prudently advises his clients in the areas of investment management and financial planning, guiding them through the stages of wealth accumulation, distribution and preservation. He is also a member of the Firm’s Client Service team. Greg began his career in the investment advisory field in 2002. Prior to joining Dowling & Yahnke, he was a partner and advisor with fee-only firms in San Diego and the Washington D.C. metropolitan area.

Greg holds the designations Master Planner Advanced Studies (MPAS®) and CERTIFIED FINANCIAL PLANNER™ (CFP®), and has a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He completed his undergraduate work at the University of California, San Diego with a degree in Economics and earned a certificate in Spanish Language and Culture from the Universidad Complutense de Madrid.

Greg is a native of Southern California. Prior to returning to San Diego, he lived in Washington, DC. Greg lives in Scripps Ranch with his wife and two sons.

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.

Gregory J. Richardson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Gregory Richardson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Gregory J. Richardson

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Office Locations:

  • 12340 El Camino Real
    Ste 450
    San Diego, CA 92130

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