![Alana Christine Asmussen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Alana C.
Asmussen, CFA, is a Lead Advisor & Principal at Dowling & Yahnke LLC.
She joined Dowling & Yahnke in 1995 and is a key participant in the growth and development of the Firm.
She has extensive experience managing portfolios and guiding clients through all phases of their financial lives.
She holds the designations Chartered Financial Analyst, Certified Financial Planner and has a Master of Science in Business Administration, Financial Planning from San Diego State University.
She completed her undergraduate work at the University of Iowa with a Bachelor’s Degree in Business, Economics.
Anciens postes connus de Alana Christine Asmussen
| Sociétés | Poste | Fin |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Gestionnaire de Portefeuille-Actions | 01/03/2022 |
Formation de Alana Christine Asmussen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Finance |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
