Dave Yeske (CFP®)

Dave Yeske focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Dr. David B. Yeske, CFP® holds a doctorate in finance from Golden Gate University, 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.

Dave is a past Chair of the Financial Planning Association and is a long-time Mentor and Dean in FPA’s Residency Program. He has been named a top advisor by Bloomberg Wealth Manager and he has been quoted in national media including The Wall Street Journal, Business Week, The New York Times, and USA Today.

Dave has written feature articles for various professional outlets and he is currently the Practitioner Editor of the Journal of Financial Planning. He co-authored with Elissa Buie, CFP®, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, which was published in July 2006 in The Journal of Financial Planning. The Journal also published their most recent collaboration, “Evidence-Based Financial Planning: To Learn. . . Like a CFP®,” in November 2011. Dave contributed 13 chapters to the CFP Board’s “Financial Planning Competency Handbook”, published in April 2013. Dave and Elissa also contributed a chapter to “Investor Behavior: The Psychology of Financial Planning and Investing,” published in February 2014.

Dave sits on the Board of Trustees of the Foundation for Financial Planning.

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program.

In 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award for his contributions as a thought leader in the profession.

NAPFA Start Date

March 14, 2012

Submit
Submit

This Office

301 Maple Ave W Ste 600 Vienna, VA 22180-4300 Phone: (800) 772-1887 Fax: (866) 549-4990

Other Offices

220 Montgomery St Ste 900 San Francisco, CA 94104-3440 Phone: (800) 772-1887 Fax: (866) 549-4990