Dr. Dave Yeske, CFP®
Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as 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 (US) (FPA) and has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.”
Dave has written feature articles for Research Magazine, San Francisco Magazine and The Journal of Retirement 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,” which appeared in the November, 2011 issue. The results of Dave’s doctoral research were published in the Journal of Financial Planning in September 2010 under the title “Finding the Planning in Financial Planning.” Dr. Dave contributed 13 chapters to the CFP Board’s “Financial Planning Competency Handbook,” published by John Wiley & Sons in April of 2013. Dave and Elissa contributed a chapter titled “Policy-Based Financial Planning: Decision Rules for a Changing World” to “Investor Behavior: the Psychology of Financial Planning and Investing,” published February 10, 2014 by Wiley Finance.
Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he teaches the capstone Cases in Financial Planning course. He served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006, and chaired FPA’s Research Center Team and its Academic Advisory Council from 2007 to 2012. Dave received FPA’s Heart of Financial Planning award in 2012. He is also a long-time Mentor in FPA’s Residency Program.
View Dave’s research on his SSRN Author page: http://ssrn.com/author=646759
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Current Update: Dave will be the keynote speaker for the Korea Financial Planning Association‘s annual conference in late November. Elissa will also be speaking and leading a workshop at the conference, held in Seoul, South Korea from November 22 to the 24th. Elissa and Dave are very much looking forward to visiting South Korea for the first time.
Elissa and Dave are also looking forward to the San Francisco Opera’s 2014-2015 season, during which they will see productions of La Boheme, Tosca, Cinderella, and The Marriage of Figaro.