FINANCIAL PLANNER
Tim Connolly, CFP® holds a Bachelor of Arts in Economics from Kenyon College. He has also completed the Graduate Certificate in Financial Planning Program at Golden Gate University and earned the CFP® certification in November 2024.
After completing his undergraduate studies, Tim held roles in tax consulting where he was responsible for working directly with business owners, executives, and other allied professionals to identify and quantify tax strategies related to company research and development. During COVID, Tim decided to utilize his education and professional knowledge directly with individuals, and he joined a fee-only financial planning firm where he worked with a range of different individuals and situations. Tim joined the YeskeBuie Team in 2024, and has particularly enjoyed being a thought partner to help Clients think through their financial lives and empower them to Live Big.
While Tim was studying at Kenyon College, he was a member of the Men’s Varsity Basketball team and is one of the 27 players in Kenyon basketball history to eclipse 1,000 points. He was also a member of the Kenyon Student Athlete Association and volunteered at Transition Mission, a program designed for special needs individuals.
In his free time, Tim enjoys playing basketball, competing with (and sometimes against) his wife in various athletic events, and exploring the city on foot with his wife and dog. When not playing sports, Tim can usually be found with his family and friends supporting his favorite local sports teams (go Niners and Warriors!) and spending time catching up at one of the many great places to eat around the city.
Client Focus: Tim’s favorite part of financial planning is the ability to work with so many talented and interesting people. He enjoys being able to think with his Clients and his teammates to help them use their financial resources reach their Live Big goals. Whether it’s diving into a spreadsheet, acting as a sounding board, or anything in between, Tim enjoys being able to partner with all our Clients to help them imagine and build their Live Big lives.
Current Update: Tim notes that summer has both been fun and eventful. It’s been a great season to catch up with Clients and hear about all their exciting plans (and help plan for others!).
As of the writing of this update, Tim notes that we’re on the back of our company retreat and Dave and Elissa’s Retirement Party and looking ahead to the Far West Financial Planning Conference. Tim had the pleasure of attending Money Quotient Training and the NorCal Financial Planning Conference earlier this summer. The retreat offered great opportunities to deepen relationships with the team and upcoming conferences will do much of the same alongside riveting topics and deeper conversations with peers in the profession.
The end of summer also means a few more things. Tim is getting ready to say goodbye to our two interns, Euli and Erin. He notes that the program is rewarding to bring new team members into the fold and teach them about the profession, but it’s always hard to say goodbye. Tim’s responsibilities on Financial Planning Association of San Francisco have ramped up. The Board met recently to discuss the current state of the organization and plans for 2027 (if you can believe it). Planning doesn’t stop on the personal or organizational side of things!
On the personal side of things, it’s been a fun summer with visits from friends and time with family. By the time Tim writes his next update, he’ll be back from France! He and his wife are looking forward to a special trip to cap off what’s been a great summer.