FOUNDER • 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.” In 2019, Dave was recognized by InvestmentNews as one of the most influential people in helping to shape the financial planning profession*.
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 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.”
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.
In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award*, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.
Dave was formerly the Practitioner Editor of the Journal of Financial Planning and sits on the Board of Trustees as Chair for the Foundation for Financial Planning.
Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he served as director of the University’s financial planning program for nearly a decade. He also teaches the program’s Personal Investment Management course, and co-teaches the capstone Cases in Financial Planning course with Elissa. Dave 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 2011. He is also a long-time Mentor in FPA’s Residency Program and has served as Dean of the program several times.
View Dave’s research on his SSRN Author page: https://ssrn.com/author=646759
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)
*Recipient advisor or wealth manager of an award and/or ranking is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Disclosures for Awards and Rankings are available here.