Elissa Awarded Financial Planning Profession’s Highest Honor
ORLANDO, FL, Oct. 20, 2013 – The Financial Planning Association (FPA®) awarded the profession’s equivalent of a lifetime achievement award, the P. Kemp Fain Jr. award, to Elissa Buie, CFP®, CEO of Yeske Buie.
“The award recognizes an individual who has made outstanding contributions to the financial planning profession in the areas of service to society, academia, government and professional activities, and upholds FPA’s Core Values: competence, integrity, relationships and stewardship,” according to the FPA announcement.
At the award presentation ceremony in Orlando, Florida, Buie was lauded for her significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, of which she is a past-chair. Her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching were also highlighted, as were her contributions to society and the profession through her work at the Foundation for Financial Planning.
Buie is currently the chair of the non-profit Foundation for Financial Planning, the only organization solely focused on supporting the delivery of pro bono financial planning advice. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need.
She has contributed regularly to the profession through her articles and publications. Her article, “To Feel . . . Like a CFP,” was published in July 2000 in The Journal of Financial Planning (JFP). Together with husband and co-owner of Yeske Buie, Dr. Dave Yeske, CFP, they co-authored, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World,” which was published in the July 2006 issue of the JFP. Their most recent collaboration, “Evidence-Based Financial Planning: To Learn . . . Like a CFP,” appeared in the November 2011 issue of the JFP.
Buie contributed 17 chapters to the CFP Board’s “Financial Planning Competency Handbook,” published April 1, 2013 by John Wiley & Sons. She was part of a select writing team that produced this first-of-its-kind comprehensive guide to financial planning. She also co-authored a chapter on Policy-Based Financial Planning that will appear in “Investor Behavior: The Psychology of Financial Planning and Investing,” to be published by Wiley Finance February 10, 2014.
Buie is dedicated to the growth and development of future financial planners. Her work as a Dean of the FPA Residency program has helped hundreds of new advisors learn to better understand the goals and values of their clients and to develop financial planning recommendations that are better matched to those goals and values. She is also a professor in Golden Gate University’s Ageno School of Business, where she co-teaches the capstone Cases in Financial Planning course, where students learn how to develop and present comprehensive financial plans.
The P. Kemp Fain, Jr. Award’s namesake 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,” in which he argued that financial planning’s emergence as a true profession required a commitment to a single mark of competence and ethics, the CFP mark.
Buie earned an MBA from The University of Maryland and a B.S. in Commerce from the University of Virginia. She has been practicing financial planning since 1983 and is CEO of Yeske Buie, a financial planning firm with offices in Vienna, Virginia and San Francisco, California.