Dr Dave Yeske, CFP

Dr. Dave Yeske, CFP®

Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University. He also earned 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 currently represents FPA in the area of international standards for financial planning. He has been named a top advisor by Bloomberg Wealth Manager.

He has been quoted in national media including The Wall Street Journal, Business Week, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave appears regularly 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 was published in the Journal of Financial Planning in September 2010 under the title “Finding the Planning in Financial Planning.”

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is co-instructor for the Cases in Financial Planning, the capstone financial planning course. Dave served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006, chaired FPA’s Research Center Team., and currently chairs FPA’s Academic Advisory Council. He is a Mentor for FPA’s Residency Program.

View Dave’s research on his SSRN Author page: http://ssrn.com/author=646759


San Francisco Magazine “Best Financial Planner in SF”	Financial Planning “Mover & Shaker 2005″	Wealth Manager “Top 500 Wealth Managers”	GGU’s 110th Annivesary!

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

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Dr. Dave Yeske, CFP®

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