We recognize that CPAs and financial advisors have not always had the best of relationships. The accounting community has been rightly skeptical of some of the sales tactics that many of the large brokerage houses and insurance companies have used over the years. Additionally, accountants have historically led all aspects of their clients’ financial lives and have not embraced the opportunity a collaboration with a respected financial advisory firm can provide.
At Yerba Buena Financial Partners, there are no “sales tactics” or endorsement of any schemes that will put our mutual client’s affairs into a grey area that may lead to problems in the future and erosion of the trust you have worked so hard to build. Our genuine independence, built from the ground up to be conflict-free, only supports our methodology to act as an advocate for our client families’ best interest.
Our comprehensive financial planning process and technology provides an important perspective to illustrate the concepts under consideration. Yes, this does include all tax ramifications and cash flows now and in the future.* We are here to use our advanced education, experience, and skill to complement your skills, collaborating for the benefit of our mutual clients.
As advisors with more than 30 years of combined experienced in the financial industry, Andy and Bruce recognize the value of long term trusted relationships, and as we introduce our clients to qualified professionals, we would hope that you would embrace and introduce Yerba Buena Financial Partners to bring added value to your work and offering. Our collaborative technology can help keep you informed and improve alignment of our work with your work and the client’s goals.
Our commitment to our fellow trusted advisors: Doing our good work should result in your client thanking you for introducing them to Yerba Buena Financial Partners within 1–3 years of our engagement with them as a client.
We can provide advice and services for/regarding:
- Comprehensive financial planning
- Risk identification and management
- Business planning strategies
- Personal and business insurance consulting
- Alternative investments
- Access to capital lending resources
- Investment advisory services
- Qualified plan design
- Retirement counseling
- Estate, college and tax planning
Let’s meet in person to help you understand who we are, what we do, and how we work with trusted professionals like you.
*Based on current tax code including any currently scheduled changes.
CPA Alliance
