FINANCIAL PLANNER
Sydney Woodward, CFP® holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education Track. During her time at school, she was involved in the Financial Planning Association Student Chapter, where she was fortunate enough to attend conferences that allowed her to build relationships with others in the profession. She also worked with Virginia Tech’s Collegiate Women in Business where she organized networking opportunities for young women in her program
After graduating from Virginia Tech in 2020, Sydney moved to Illinois where she worked as a Financial Planning Associate at Ehlert Financial Group. The fee-based firm, which specializes in planning for families with special needs, gave her a new perspective on the profession, and solidified her passion for financial planning. While at the firm, she got to work with a diverse group of families and help them redefine the dreams and goals they had for their disabled loved ones.
Sydney joined the Yeske Buie team as an Associate Financial Planner in July 2021. She passed her CFP® Exam in March 2022, earned the CFP® certification in August 2022, and was promoted to Financial Planner in September 2023. She is also a graduate of the FPA Residency Program.
Beyond her client work, Sydney is deeply involved in her professional community. She currently serves as the Director of Pro Bono for the Financial Planning Association of San Francisco, where she leads efforts to provide free financial planning services to underserved communities. Previously, she held the role of Director of Technology. She has also been appointed as President-Elect of the chapter for 2025. and will serve as President of the San Francisco Chapter in 2026.
Outside of the office, Sydney loves expressing herself through art. She enjoys painting, drawing, and ceramics. On weekends, you can always find her out in nature hiking with her dog, Avery.
Client focus: Sydney approaches her work with Clients by viewing herself as a guide through the complexities of their financial lives. She believes in building a strong, trusting relationship by truly understanding each Client’s unique circumstances and goals. Sydney’s role is to help Clients articulate their financial dreams, and together, craft a clear path to achieving them.
Current Update: End-of-year is here, which for Sydney means yummy dinners with family and friends, holiday traditions, and end-of-year tax planning! She and the rest of the team have been completing their annual end-of-year analysis for all our Clients to determine if there is any strategic planning actions to take before 2025.
Sydney recently returned from her 9-day trip to the Pacific Northwest where she hiked at Mount Rainier National Park and Olympic National Park with 2 of her best friends from college. She enjoyed reconnecting with nature and her good friends who live on the east coast. After a bit of a hiatus, she is back behind the throwing wheel and is taking pottery classes again. She’ll be gifting family members a lot of homemade bowls this year!