I simply believe while there are times to be subtle and diplomatic, there are also times the straight forward honest truth needs to be told, even if it makes waves and is disruptive in the industry. That is what I will be doing with my blog.
San Rafael, CA (PRWEB) April 01, 2015
Andrew Zittell and Bruce Frankel are pleased to announce the launch of their first company blog, Frankely Speaking, authored by Bruce Frankel, managing partner of Yerba Buena Financial Partners, LLC (YBFP). Bruce is passionate about business lessons for Entrepreneurs (not taught in business school), how successful Entrepreneurs can avoid making mistakes in their personal finances, and teaching all investors about the dangers of the “conventional wisdom” of Wall Street! In his blog, he will cover these topics as well as comment on current or hot topics that could help the public with building, protecting and managing their wealth.
As Yerba Buena Financial Partners holds themselves to a fiduciary standard, it is important that they communicate the viewpoints of their firm and advisors for the benefit of their clients. The source of information they share is based on independent and in depth research made available to the firm by LPL Financial, as well as several other independent sources, all geared to educate their clients with information and options that is in the clients best interest. In addition, YBFP draws from the firms’ partners 45+ years of industry and business experience. They communicate with clients in a variety of ways today such as annual reviews, quarterly Economic & Financial Webinars, Weekly Market Commentary emails, LinkedIn and Facebook posts, and by adding the Frankely Speaking blog, they add a new way to share our perspective with clients.
"I simply believe while there are times to be subtle and diplomatic, there are also times the straight forward honest truth needs to be told, even if it makes waves and is disruptive in the industry. That is what I will be doing with my blog." said Bruce Frankel, Managing Partner of Yerba Buena Financial Partners, LLC.
In addition to the blog, Bruce is the author of a series of articles titled: “Frankely Speaking: How the Sausage is Made in Financial Services and What To Do About It”, in addition to many other articles and he is currently writing 2 books. You may access his articles here.
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 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.
Andrew Zittell and Bruce Frankel are Registered Representatives with and securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.