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Posted Oct. 12, 2023
A Concise History of the Financial Planning Profession This year, the financial planning profession is celebrating the 50th anniversary of the CFP® marks. This profession - its size, its standards, and its reputation - has evolved significantly over the years, and many CFP® Professionals, including...
Topics: TheLiveBigWay® Digest

Posted Oct. 12, 2023
In celebration of the 50th anniversary of the CFP® marks, we asked our CFP® Professionals (senior and aspiring!) to share insights into their career journeys. While you’ll see some differences as they dive into their challenges, their joys, their deep sense of responsibility, and their...
Topics: Financial Planning

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...
Topics: YeBu® News & Events

Posted Sep. 14, 2023
Finfluencers: Friend or Foe? From viral dance challenges to clever life hacks, social media has such a strong influence in our lives that younger generations are relying heavily on social media trends not just for entertainment and relationships, but also for financial advice. We recently...
Topics: TheLiveBigWay® Digest

Posted Aug. 31, 2023
The Financial Aftermath of a Natural Disaster In the wake of the Hawaiian wildfires, Hurricane Idalia, and other recent natural disasters, we felt it timely to share a few of our disaster preparedness resources. We believe these resources are helpful for those directly impacted by...
Topics: TheLiveBigWay® Digest

Posted Aug. 17, 2023
Student (Loan) Saga - Status It's back-to-school season and while we're wishing current students a smooth start to the new school year, we're also thinking about student loan borrowers who, after a three year payment pause, will be expected to resume their loan payments starting...
Topics: TheLiveBigWay® Digest

Posted Aug. 16, 2023
GAVIN SHOULTS CLIENT SUPPORT SPECIALIST Gavin Shoults holds a Bachelor of Science in Health Sciences from the University of Arizona; he graduated in 2022. During his time at school, Gavin was involved in several student clubs, including Alpha Phi Omega, an academic fraternity. He served...
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Posted Aug. 16, 2023
WILL TRACY CLIENT SUPPORT SPECIALIST Will Tracy holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education track, a CFP Board Registered Program. He graduated Cum Laude in May 2023 and is a strong advocate of the program. During his time at...
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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
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220 Montgomery Street, Suite 900
San Francisco, CA 94104

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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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