Dr. Dave Yeske, CFP®

Managing Director

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


Current Update: Dave just finished presenting “Policy-Based Financial Planning and Behavioral Finance: Decision Architecture for a Changing World” at the FPA NorCal Conference. This presentation was based on a chapter that he and Elissa contributed to a new book being published by Wiley Finance in February called “Investor Behavior: The Psychology of Financial Planning and Investing” (see below).

Elissa and Dave are now looking forward to the SF Opera’s summer season and a vacation with family on a lake in Wisconsin.


Financial Planning Competency Handbook Elissa and Dave as the Power Couple on GGU Mag cover FA Mag Cover Article - Fulfilling Frugality Investor Behavior: The Psychology of Financial Planning and Investing Financial Planning Magazine names Dave Yeske a Mover and Shaker
In 2013, Elissa and Dave contributed 30 chapters to the CFP Board’s Financial Planning Competency Handbook. GGU Magazine
Elissa and Dave were featured as the  “Power Couple” for their teaching and work in the profession.
Financial Advisor Magazine
Yeske Buie’s “LIVE BIG” philosophy was the featured cover article in Oct 2009.
In 2014, Dave and Elissa contributed a chapter to the Wiley publication, Investor Behavior: The Psychology of Financial Planning and Investing. Financial Planning
“Mover & Shaker 2005″ (green figure in the center)

Elissa and Dave are husband and wife. They share two daughters from Elissa’s first marriage, Lauren and Alisson. Life with Lauren and Alisson is about sports (soccer, basketball and horseback riding), school and travel. When not with the girls, Dave and Elissa enjoy reading, playing in the financial planning profession, eating out, working out (necessary when your other hobbies include eating out), and traveling.

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson