Elissa Buie, CFP®
Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is the Immediate Past Chair of the Foundation. She is a past Chair of the Financial Planning Association (US) and is a Dean for the FPA’s Residency Program. Elissa currently serves on the Schwab Advisor Services Advisory Board where she shares ideas and insights to help Schwab develop high-level strategies and enhance their services.
Elissa has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014. In 2015, Elissa was listed on InvestmentNews’ Women to Watch list. Elissa has appeared on The Today Show, CNBC, CNNfn, NBC News and McLaughlin One-on-One. She has been quoted in national media including The Washington Post, Time and Businessweek magazines.
Elissa’s article, “To Feel . . . Like a CFP”, was published in July 2000 in The Journal of Financial Planning (JFP). Her article, co-authored with Dr. Dave Yeske, CFP, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, was published in the July 2006 issue of the JFP, where their most recent collaboration, “Evidence-Based Financial Planning: To Learn . . . Like a CFP®” also appeared in November, 2011. Elissa contributed 17 chapters to the CFP Board’s first-of-its-kind Financial Planning Competency Handbook, published by John Wiley & Sons.
In October 2013, Elissa was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s equivalent of a lifetime achievement award. Elissa’s significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for Financial Planning were highlighted as she received the award.
Note on methodology: The Washingtonian developed its list by surveying hundreds of experts, asking “Whom would you trust with your own money?” The magazine then followed up the recommendations with their own research. Those on the list received the most recommendations. Elissa was one of 77 financial planners named.
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.