Our team is led by Andrew Zittell and Bruce Frankel, who have more than 30 years of combined experience in the financial services industry. Along with the other members of the client service team, they work with you one-on-one to guide you through the decision-making process, educating and empowering you to make informed choices.
Our Partners
Andrew Zittell is the founding partner and LPL Registered Principal of Yerba Buena Financial Partners. A skilled financial professional with a passion for helping clients build, protect, and distribute their wealth, he is the firm’s securities principal and compliance officer. He also serves as co-portfolio manager for the firm and is responsible for product due diligence. With more than two decades of experience in financial services, Andrew’s background is in retirement, insurance, and estate planning. He enjoys helping family-owned businesses and individuals who need assistance and are seeking the confidence that comes from taking control of their financial future.
California Insurance License #0755730
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Bruce Frankel, CFP®, is the managing partner of Yerba Buena Financial Partners. Bruce has an impressive background in international and domestic business planning, management, and consulting. He also serves as co-portfolio manager for the firm and is responsible for general business and operations management of YBFP. With an MBA in international business, he has deep knowledge of entity structuring, tax issues, and employee and executive benefits, and he is particularly well positioned to assist clients with business planning. He also uses his knowledge and experience to implement investment plans for successful business owners and executives that will help them reduce their tax liability while also saving for retirement.
California Insurance License #0E05210
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Our Client Services Team
Katia Kushnir is the Operations Associate at Yerba Buena Financial Partners. Her responsibilities include assisting with all aspects of establishing and maintaining accounts. She also coordinates the current filing system and oversees sorting, reorganizing, scanning, and digitizing paper records and files into a searchable database.
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