Dr. Dave Yeske is Awarded the Profession’s Lifetime Achievement Award

Dr. Dave Yeske is Awarded the Profession’s Lifetime Achievement Award


NASHVILLE, TN, October 3, 2017 – The Financial Planning Association (FPA®) awarded the profession’s lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave Yeske, CFP®, Managing Director of Yeske Buie.

“Over my 20 years in our profession, I have been fortunate to come to know so many talented leaders, but few have given back as much and are as knowledgeable as Dave,” said 2017 FPA President Shannon J. Pike, CFP®. Pike continued, “Dave is one of those dynamic voices and leaders who has mastered so many areas of financial planning and is a true historian of our profession.

He has never rested on his accomplishments and continues to support the next generation of financial planners through education and mentorship both in and out of FPA. No one is more deserving than Dave for this prestigious honor.”

At the award presentation ceremony in Nashville, TN, Dr. Yeske was lauded for his contributions as a thought leader in the profession and his dedication to teaching and mentoring future generations of planners. Dave has contributed to many of the profession’s major publications, including FPA’s award-winning Journal of Financial Planning, where he currently serves as Practitioner Editor. Dr. Dave frequently shares his thinking on financial planning theory and practice at conferences around the country and around the world.

Dr. Yeske is dedicated to the growth and development of future financial planners. He is a long-time mentor and Dean in FPA’s Residency program and is the director of Golden Gate University’s financial planning program, where he has taught for more than two decades.

P. Kemp Fain, Jr. was a notable pioneer in the development of the financial planning profession. Kemp Fain was the first person to enroll in the nascent CFP education program and among the first class of graduates in 1973. He formed the first chapter of the International Association for Financial Planning (IAFP), served as national president and chair of the Institute of Certified Financial Planners (ICFP), and was twice chair of the CFP Board of Standards, the licensing body for CFP Professionals. Kemp wrote a seminal white paper, “One Profession, One Designation,” which set an initial vision for the financial planning profession. It is in honor of this vision and work that this award is bestowed.

Dr. Yeske holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990 and is Managing Director of Yeske Buie, a financial planning firm with offices in Vienna, Virginia and San Francisco, California.

SOURCE: Yeske Buie