What is a financial advisor? In today’s complex world, it’s become increasingly difficult for individuals to manage their finances on their own. As a result, many people look to the informed, impartial advice of educated financial professionals so they can make sure they are on track to work toward their goals. These professionals may have a variety of credentials or titles, such as CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Analyst or Investment Advisor Representative, and they can provide a wide range of advice, from investment advice to help with tax and estate planning.
At Yerba Buena Financial Partners, we are independent, fee-based LPL financial advisors offering comprehensive wealth management services. We work with clients in the San Francisco Bay Area to develop financial strategies that help them work toward their goals. Andrew Zittell is a Certified Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), and Registered Financial Consultant (RFC). Bruce Frankel is a CERTIFIED FINANCIAL PLANNER™ professional. Together, they have more than three decades of experience in the financial industry, and they use that knowledge to develop strategies designed for their clients.
Our team provides the conflict-free, comprehensive financial management our clients need to pursue their goals. As financial advisors, our services include investment advice, assistance with retirement, tax, estate, and education planning, help with risk management and insurance issues, and information on alternative investments. Using our Three Pillars of Wealth Management, we create holistic wealth plans designed to help our clients accumulate and preserve their assets.
We offer our clients a comprehensive array of services, all backed by the latest technology and tools:
Yerba Buena Financial Partners works with clients from all backgrounds. However, we are best able to serve individuals who live in the San Francisco Bay Area, and we have particular expertise in working with people nearing retirement, retirees, business owners, healthcare professionals, and non-profits and foundations, as well as consulting with CPAs and attorneys for their clients.
No strategy assures success or protects against loss.
