Our team is led by Andrew Zittell, he has 30 years of experience in the financial services industry. Along with the other members of the client service team, he works with you one-to-one and guides you through the decision-making process, educating and empowering you to make informed choices.
Andrew Zittell, CLU, is the founding partner of Yerba Buena Financial Partners and an LPL Financial Registered Principal. He is the firm’s principal and is a skilled financial professional with a passion for helping clients build, protect, and distribute their wealth. Andrew also serves as portfolio manager for the firm and is responsible for product due diligence. With more than two decades of experience in financial services, he has deep knowledge of retirement, insurance, and estate planning. He enjoys helping family-owned businesses and individuals who need assistance with estate planning.
Andrew is a second-generation financial and client services professional and is a specialist in advanced life insurance planning. He is a Life and Qualifying Member, Court of the Table for the Million Dollar Round Table. Andrew is an active member of a number of professional associations, and has served as Past Education Chair for the San Francisco Life Underwriters Association, and been an instructor for the Life Underwriter Training Council.
Born and raised in New York, Andrew and his wife, Mia, have lived in San Francisco for 30 years. As an avid mountaineer and an inter-collegiate cyclist, he enjoys local and worldwide, travel and adventure. When he’s not spending time enjoying the great outdoors, his hobbies include art, restoring antiques, caring for animals, gardening, and reading. He is also active in several communities and volunteer organizations, including Special Olympics International, and Congregation Emanu-El.