YeBu® News & Events

Posted Jan. 03, 2024
It is our pleasure to share that Kacie Fawls, Associate Financial Planner in our Vienna office, has obtained the CERTIFIED FINANCIAL PLANNER certification! This achievement is something that Kacie has been working towards since 2018 when she enrolled in the CFP Board Registered Education Program...
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Posted Nov. 15, 2023
SAN FRANCISCO, CA., November 15, 2023 – Yeske Buie, one of the most respected and influential financial planning firms in the country, has announced the promotion of its next generation partners and owners to C-level positions: Yusuf Abugideiri will serve as Chief Investment Officer; Lauren...
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Posted Oct. 11, 2023
In October 2023, the Yeske Buie team hosted two in-person celebrations for our local communities in Vienna, VA and San Francisco, CA. Who did we celebrate? YOU! Our Clients and other members of the Yeske Buie community. We're so grateful that you allow us to...
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Posted Sep. 26, 2023
SEPTEMBER 2023: In what feels like the blink of an eye, Kacie and Dominic hosted family and friends at Jack's first birthday party this month! The handsome little boy was surrounded by love as guests sang happy birthday and he enjoyed diving into his birthday...
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Posted Sep. 13, 2023
Will Tracy has joined the Yeske Buie team as a Client Support Specialist in our Vienna, VA office, and it's already been a pleasure to have his commitment to excellence and his sense of humor on our team. Will joins us after graduating from Virginia...
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Posted Aug. 31, 2023
Gavin Shoults has joined the Yeske Buie team as a Client Support Specialist in our Vienna, VA office. Gavin relocated to Northern Virginia from Tuscon, Arizona, where he was working as a data engineer and was responsible for managing enterprise-scale information systems and providing company-wide...
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Posted Aug. 16, 2023
Aubrey Klearman has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco office and we’re very excited to have her engaged, radiant, and curious presence on our team. Aubrey relocated to San Francisco from The University of Colorado at Boulder...
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Posted Jul. 20, 2023
We place a high value on deep, meaningful relationships with our Clients, our community, and our team. We make intentional investments in all of these relationships, and one of the ways we do so with our team is by creating space to meet in-person at...
Topics: YeBu® News & Events
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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

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About

At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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