Dave Yeske, CFP^®

Managing Director - Founder

Yeske Buie Inc.

220 Montgomery St, Ste 900
San Francisco, CA 94104

+ 1 More Location

Yeske Buie Inc.

301 Maple Ave W, Suite 600, Suite 300
Vienna, VA 22180

FINANCIAL ADVISOR'S WEBSITE

www.YeBu.com

(800) 772-1887 CONNECT WITH Dave

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$3,000,000

General

Dave Yeske is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Yeske Buie Inc. in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Yeske Buie is a prominent national wealth management firm with a mission of helping our clients harness their material and human resources in pursuit of their Live Big® life. Yeske Buie provides financial planning and asset management services and has over $700 million under management with a target of $1 billion under management. The founders of Yeske Buie, David B. Yeske, CFP® and Elissa Buie, CFP®, are leaders in the profession, both having been Chair of the Financial Planning Association (US). They are published writers (including The Journal of Financial Planning) and frequent speakers, both nationally and internationally and are active as Dean/Mentor in FPA’s Residency program. Both Dave and Elissa have been recipients of the P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Yeske Buie has offices in Vienna, VA and San Francisco, CA.

Financial Advisor Experience

Dr. David B. Yeske, CFP® holds a doctorate in finance from Golden Gate University, an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990. Dave is a past Chair of the Financial Planning Association and is a long-time Mentor and Dean in FPA’s Residency Program. He has been named a top advisor by Bloomberg Wealth Manager and he has been quoted in national media including The Wall Street Journal, Business Week, The New York Times, and USA Today. Dave has written feature articles for various professional outlets and he is currently the Practitioner Editor of the Journal of Financial Planning. He co-authored with Elissa Buie, CFP®, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, which was published in July 2006 in The Journal of Financial Planning. The Journal also published their most recent collaboration, “Evidence-Based Financial Planning: To Learn. . . Like a CFP®,” in November 2011. Dave contributed 13 chapters to the CFP Board’s “Financial Planning Competency Handbook”, published in April 2013. Dave and Elissa also contributed a chapter to “Investor Behavior: The Psychology of Financial Planning and Investing,” published in February 2014. Dave sits on the Board of Trustees of the Foundation for Financial Planning. Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program. In 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award for his contributions as a thought leader in the profession.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth