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Dave Yeske

Dr. David B. 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 was profiled in the Wall Street Journal in 2009.

 

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

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

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

 
 
San Fran Mag cover  Financial Planning Mag cover  Bloomberg Wealth Manager cover 
San Francisco Magazine Financial Planning Wealth Manager
"Best Financial Planner in SF" "Mover & Shaker 2005" "Top 500 Wealth Managers"
 
 
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 (two A students) 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.