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 securities principal and compliance officer, and is a skilled financial professional with a passion for helping clients build, protect, and distribute their wealth. Andrew 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, he has deep knowledge of retirement, insurance, and estate planning. He enjoys helping family-owned businesses, and individuals who need assistance with estate planning.
“My life and work experience have taught me to always follow the golden rule, treat other how you want to be treated, question authority and to never be afraid to deviate from the status quo.”- Bruce Frankel
Bruce Frankel is a worldwide speaker, an author, wealth consultant, and the author of the blog and article series entitled “Frankely Speaking”. He is the author to the widely presented “The 7 Biggest Mistakes Made by Successful Entrepreneurs with Their Personal Finances”. Attendees describe this presentation as “excellent, motivational, sincere, compelling action be taken! It’s just stuff you don’t normally learn in business school”.