Yeske Buie in the Media

Milestone Recognitions

Posted Sep. 19, 2019

This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring financial planners and media professionals alike to reflect on the humble beginnings and the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of...

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Fighting Cancer’s ‘Financial Aftershocks’

Posted Jul. 19, 2019

Yeske Buie has long supported the Foundation for Financial Planning, the nation’s only nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. The Foundation’s most recent initiative, Pro Bono for Cancer, works to match financial planners like us with families whose...

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AdvisoryHQ Recognizes Yeske Buie for Fourth Straight Year

Posted Jun. 27, 2019

AdvisoryHQ has recognized Yeske Buie as one of the Top 13 Financial Advisors in the SF Bay Area for fourth year in a row (see 2016, 2017, and 2018 rankings). The financial review and media company compiled the listing based on their 4-step objective methodology...

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The 2019 Trends in Investing Survey

Posted Jun. 13, 2019

At Yeske Buie, we believe in taking an evidence-based approach in every aspect of our work. One of the ways we live into this belief is by always seeking out the best available science to ensure that we are providing the best possible service to...

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A Life in Financial Planning

Posted Jun. 13, 2019

“Good fortune.” These are the words Yeske Buie’s CEO Elissa Buie used as she reflected on her life and career in financial planning when sharing her story for a piece featured by the University of Virginia’s McIntire School of Commerce. The school recently interviewed Elissa,...

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A Buck Will Buy Your Identity

Posted May. 02, 2019

In 2019, Yeske Buie engaged with expert Carrie Kerskie to share with you tips and best practices for keeping your personal information protected in a webinar titled Cybersecurity from All Angles. The webinar caught the attention of staff writer for Financial Advisor Magazine, Joyce Blay,...

Topics: Cybersecurity, Yeske Buie in the Media

You’re a Financial Planner… Now What?

Posted Feb. 20, 2019

“You’re a Financial Planner… Now What?” is the title of a podcast series presented by the Financial Planning Association that features interviews with experts and young advisors alike who share their experiences, knowledge, and practical advice. One of Yeske Buie's newest partners, Yusuf Abugideiri, was...

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YeBu in the Media: How Yeske Buie Groomed New Millennial Equity Owners

Posted Feb. 20, 2019

Yeske Buie has announced that three of its next generation leaders have become part-owners of the firm. For Yeske Buie, adding new partners to the firm is a way of laying the foundation for the firm to continue indefinitely into the future, perpetuating the Yeske...

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The Gift of Planning

Posted Nov. 29, 2018

Yeske Buie has long supported the Foundation for Financial Planning, the nation’s only nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. We believe so strongly in the importance of the work that they do that we’ve consistently given our time,...

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You’re a Financial Planner… Now What?

Posted Oct. 31, 2018

“You’re a Financial Planner… Now What?” is the title of a podcast series presented by the Financial Planning Association that features interviews with experts and young advisors alike who share their experiences, knowledge, and practical advice. Yeske Buie’s very own Lauren Stansell was invited to...

Topics: Yeske Buie in the Media