Always striving to improve our client’s experience.
San Rafael, CA (PRWEB) January 29, 2016
YBFP is now a Registered Investment Advisory Firm (RIA).
Yerba Buena Financial Partners, LLC has officially formed a wholly-owned California State Registered Investment Advisory Firm (RIA).
Always striving to improve their client’s experience, Andrew Zittell and Bruce Frankel are pleased to announce that on January 8, 2016, YBFP formed a wholly-owned California state Registered Investment Advisory Firm (RIA), official named – Yerba Buena Financial Partners, LLC a Registered Investment Advisor. The benefits for making this change include:
- Reduced Transaction Fees for Clients
- Improved Access to Technology enhancing Reporting Capabilities as well as On-line Account Access
- Even Greater Autonomy and Independence
- Even more Obligation to act as a Fiduciary, putting the client’s needs first
Powerful Strategic Alliance formed between YBFP and CPA Firm Eckhoff and Company.
Michele Hassid and Bruce Frankel are pleased to announce the recently formed strategic alliance between their two firms. The alliance will give clients the value of the advisors of both firms working together to bring a truly comprehensive tax and financial advisory experience. Without any obligation, clients will be offered a complimentary Second Opinion Service in order to complete a comprehensive review of the client’s current income tax, portfolio cost and allocation, risk management, estate planning and charitable giving. This is an extension of the Expert Team of Advisors and Second Opinion Service previously announced by Yerba Buena Financial Partners. Please visit http://www.ybfp.com for more information.
Certified Exit Planning Advisor (CEPA) designation earned by Bruce Frankel.
Bruce Frankel joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed program in the world, designed to assist business owners towards a smooth and optimal transition.
New Website Coming Soon.
The new website will offer more functionality, easier navigation and vast resources to empower individuals with financial guidance and support. The homepage will feature a clean, uncluttered design and moving images with featured content focused on what separates YBFP from the rest.
Phone Number Just for Clients Coming Soon.
YBFP has created a new phone number just for clients. This will give YBFP’s staff the opportunity to prioritize client calls. The new client number will ensure client calls move to the top of the queue.
A New White Paper on How to Choose A Financial Advisor Coming Soon.
YBFP’s white paper, Choosing a Financial Advisor that’s Right for You: 10 Things to Consider, will be a helpful resource to those who need assistance in selecting a financial advisor. This paper also goes in depth about what characteristics a financial advisor needs in order to be the right fit.
New Book Coming Soon.
Bruce Frankel will be publishing his book, The 7 Biggest Personal Finance Mistakes Made by Successful Entrepreneurs. This book is driven to inspire business owners who want to optimize their opportunities and avoid the common pitfalls that trip up many entrepreneurs.
About Yerba Buena Financial Partners, LLC
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 San Rafael and San Ramon, CA. and with clients nationwide, we are dedicated to helping our select entrepreneurs, individuals, businesses, and non-profit clients make an even greater impact on the people and causes they care about deeply.
About Bruce Frankel
Bruce Frankel, MBA, CFP®, AIF®, is an author, speaker, and wealth consultant. With experience in international and domestic business issues and consulting, he serves as co-portfolio manager for Yerba Buena Financial Partners and is responsible for general business and operations management. With his deep knowledge of entity structuring, tax issues, and employee and executive benefits, Bruce is particularly well positioned to assist clients with business planning. He also enjoys using 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. His goal is to empower his clients to make informed decisions regarding their wealth in order to make an impact on the people and causes they care about deeply. His educational background includes an MBA in International Business & Entrepreneurialism with Honors from the EDHEC Business School in Nice, France, and a Graduate Certificate in Financial Planning from Golden Gate University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary.
About Andrew Zittell
Andrew Zittell, founder of Yerba Buena Financial Partners, LLC, is a well-spoken and well-respected author, speaker, financial educator and wealth advisor. 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.
Born and raised in New York, Andrew and his wife, Mia, have lived in the San Francisco Bay Area for over 35 years. He has been active in several community and volunteer organizations, including Special Olympics International, Christmas in April, Habitat for Humanity/New Orleans and Congregation Emanu-El/San Francisco.