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David
B. Yeske, CFP®
earned an M.A. in Economics and a B.S. in Applied
Economics from the University of San Francisco. He is
currently a doctoral candidate in finance at Golden Gate
University. 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.
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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 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 is the instructor
for the Practicum in Financial Planning, the capstone
financial planning course at Golden Gate University.
David sits on a workgroup for EARN’s financial planning
pilot in San Francisco, CA. David is a member of the
Executive Faculty of the California Institute of
Finance. He served as Chair of the Financial Planning
Association (FPA) PAC in 2005 and 2006. He is a Mentor
for FPA’s Residency Program.
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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. |
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