Sydney Marie Woodward, CFP^®

Financial Planner

YeskeBuie

220 Montgomery Street, Suite 900
San Francisco, CA 94104

FINANCIAL ADVISOR'S WEBSITE

www.yebu.com

CONNECT WITH Sydney

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$3,000,000

General

Sydney Woodward is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at YeskeBuie in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

On paper, YeskeBuie is an independent, fee-only financial planning firm with over $1 billion in assets under management. We specialize in: building lifelong relationships with Clients through deep and ongoing discovery and trust building; providing them with grounded investing that is implemented in a creative and disciplined way; helping them safely spend from their portfolios; and, working together to navigate intergenerational wealth planning. Beneath the surface, we’re much more than that. At YeskeBuie, our purpose is to empower people to pursue their Live Big® life. This mission, along with our six core values, serve as the drivers for how we serve our Clients and interact as a team.

Financial Advisor Experience

Sydney Woodward, CFP® holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education Track. After graduating from Virginia Tech in 2020, Sydney moved to Illinois where she worked as a Financial Planning Associate at a fee-based firm that specialized in planning for families with special needs. This experience gave her a new perspective, solidifying her passion for the profession and highlighted the life-changing power of financial planning. Sydney joined the YeskeBuie team as an Associate Financial Planner in July 2021. She passed her CFP® Exam in March 2022, earned the CFP® certification in August 2022, and was promoted to Financial Planner in September 2023. She’s currently earning her Master’s in Advanced Financial Planning with a concentration in Estate Planning through Golden Gate University, and is also a graduate of the FPA Residency Program. In April 2025, Sydney was listed as an Excellence Awardee* for InvestmentNews’ The Osaic Award for NextGen Advisor of the Year, an award that recognizes advisors who have displayed excellence in their first three years as an advisor. Later, she was named the overall winner in her category in June 2025. In the same year, she was also quoted in Barron’s, sharing about the why the next generation of financial planners are seeking out pro bono work. Beyond her Client work, Sydney is deeply involved in her professional community. She currently serves as President for the Financial Planning Association of San Francisco, where she leads monthly board and chapter meetings, oversees chapter initiatives and budget priorities, and collaborates with the Executive Team to support the growth, engagement, and impact of the local financial planning community. Previously, she held the roles of Director of Technology and Director of Pro Bono. Sydney is internally named our “Pro Bono Queen” as she oversees our Pro Bono Initiative, with the oversight of Lauren Stansell. In alignment with her passion for pro bono financial planning, she is an active volunteer for the Foundation for Financial Planning (FFP) where she provides financial planning to those in need across the country. Additionally, she represents YeskeBuie though FFPs Pro Bono Ambassador Program, where she plays a meaningful role in shaping the future of pro bono financial planning. Client focus: Sydney approaches her work with Clients by viewing herself as a guide through the complexities of their financial lives. She believes in building a strong, trusting relationship by truly understanding each Client’s unique circumstances and goals. Sydney’s role is to help Clients articulate their financial dreams, and together, craft a clear path to achieving them.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes