Timothy William Connolly, CFP^®

Financial Planner

YeskeBuie

220 Montgomery
San Francisco, CA 94104

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Timothy Connolly 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

Tim Connolly, CFP® holds a Bachelor of Arts in Economics from Kenyon College. He has also completed the Graduate Certificate in Financial Planning Program at Golden Gate University and earned the CFP® certification in November 2024. After completing his undergraduate studies, Tim held roles in tax consulting where he was responsible for working directly with business owners, executives, and other allied professionals to identify and quantify tax strategies related to company research and development. During COVID, Tim decided to utilize his education and professional knowledge directly with individuals, and he joined a fee-only financial planning firm where he worked with a range of different individuals and situations. Tim joined the YeskeBuie Team in 2024, and has particularly enjoyed being a thought partner to help Clients think through their financial lives and empower them to Live Big. While Tim was studying at Kenyon College, he was a member of the Men’s Varsity Basketball team and is one of the 27 players in Kenyon basketball history to eclipse 1,000 points. He was also a member of the Kenyon Student Athlete Association and volunteered at Transition Mission, a program designed for special needs individuals. In his free time, Tim enjoys playing basketball, competing with (and sometimes against) his wife in various athletic events, and exploring the city on foot with his wife and dog. When not playing sports, Tim can usually be found with his family and friends supporting his favorite local sports teams (go Niners and Warriors!) and spending time catching up at one of the many great places to eat around the city. Client Focus: Tim’s favorite part of financial planning is the ability to work with so many talented and interesting people. He enjoys being able to think with his Clients and his teammates to help them use their financial resources reach their Live Big goals. Whether it’s diving into a spreadsheet, acting as a sounding board, or anything in between, Tim enjoys being able to partner with all our Clients to help them imagine and build their Live Big lives.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances