We are an experienced wealth management firm dedicated to helping select individuals, businesses, and non-profits grow, protect, and distribute their wealth.
Led by two partners, Andrew Zittell and Bruce Frankel, our firm consults on a range of issues, including investments, risk management and insurance, annuities, tax planning, business planning, retirement distribution and estate and charitable planning.
Bruce and Andy have more than three decades of combined experience in the financial services industry, and they, along with their dedicated support team, have the skills, experience, wisdom, and resources to offer integrated wealth planning. By working holistically and drawing on extensive real-world business experience, Yerba Buena Financial Partners is able to create strategies that work for our clients.
If you become a Yerba Buena Financial Partners client, you’ll enjoy both the customized services of a boutique wealth management firm as well as the support and stability you’d find at a larger institution. Though we are a privately owned, specialty firm, we’re backed by the financial strength, stability, and resources of LPL Financial―a leading independent brokerage firm―and have access to a wide variety of investments and financial products, as well as independent research on stocks, bonds, mutual funds, annuities, insurance, and more.
Most important, we are genuinely independent financial professionals who are not afraid to ignore the conventional Wall Street wisdom when it is appropriate. Any advisor can help you increase your wealth in an “up” economy, but it takes a special kind of knowledge, discipline, and dedication to help you mitigate the damage that can come with a “down” cycle. With our Three Pillars of Wealth Management, we’re able to do just that.
At Yerba Buena Financial Partners, we’re passionate about helping people manage their wealth, and we put our knowledge to work for you. Through a close client-advisor partnership, we create strategies that position you to grow and protect your hard-earned wealth. Schedule an appointment to learn more.
Andrew Zittell – California Insurance License #0755730
Bruce Franknel – California Insurance License #0E05210
