Yerba Buena Financial Partners, LLC Welcomes Marilyn Suey

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Suey to Strengthen Firms Market Position.

Andrew Zittell and Bruce Frankel are very pleased to announce Marilyn Suey recently joined the Firm as an LPL Financial Planner. Marilyn brings over 30 years of corporate experience to Yerba Buena Financial Partners, LLC. In her new role, she provides a consultative approach to businesses and their owners/executives, assessing business planning/exit strategies, consulting on employee/executive benefits, and managing their personal financial plans. Marilyn lives in the East Bay and will maintain an office there to expand the firm’s reach to the East Bay. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Professional Plan Consultant and has an MBA from the Wharton School at the University of Pennsylvania.

“We are so pleased to have Marilyn join our team”, said Bruce Frankel, Managing Partner. “With her experience and credentials she has already helped to strengthen our company and offerings, benefiting our existing and future clients.”

Yerba Buena Financial Partners, LLC is a private wealth management firm providing truly independent boutique service with a clearly defined dynamic process that seeks to grow and protect wealth. Based in the San Francisco Bay area and with clients nationwide, we are dedicated to helping select individuals, businesses, and non-profits manage and distribute their wealth.

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Lorna Stegall

Bruce Frankel
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