Yerba Buena Financial Partners, LLC delivers an outside Team of Expert Advisors

Share Article

Yerba Buena Financial Partners, LLC Offers a New Resource to Clients

News Image
"This team prepares us to solve our clients' most pressing advanced planning needs. " - Bruce Frankel, Managing Partner of Yerba Buena Financial Partners, LLC.

Andrew Zittell and Bruce Frankel are pleased to announce their recent alliance of an outside Team of Expert Advisors. The team consists of a network of specialized independent professionals, each an expert in their own field working to enable our select clientele to make an even greater impact on the people and causes they are about deeply. The Team of Expert Advisors will be available to address our clients’ advanced planning needs, with expertise in Accounting, Law, Lending, and Real Estate, each representing their own company. This team complements the existing expertise of YBFP in Investments and Advisory Services.

Bruce Frankel, Managing Partner of Yerba Buena Financial Partners, LLC states, “We have always been focused on providing holistic concierge service to our clients, which includes us offering to be the quarterback for all our client’s advisors. By doing so, we eliminate the common challenge our clients face of being the middle man trying to coordinate advice from multiple advisors. In the end, we want to make the outside Team of Expert Advisors available to guide and empower our select clientele to make informed decisions regarding their wealth. This team prepares us to solve our clients' most pressing advanced planning needs.”

You can expect to hear from members of this outside Team of Expert Advisors in our Webinars, including the 2015 Forecast event that took place on 2/12/2015, and other Financial & Economic Quarterly Reviews that will occur throughout the year. You may also see the outside Team of Expert Advisors as guest authors in our Mint Edition – a monthly newsletter with 3 financial or economic related news articles.

“We are very excited to make the outside Team of Expert Advisors available to our clients as we are always focused on improving our resources to ensure we continue to offer excellent service,” said Sally Sauvignon, Director of Client Services and Marketing.

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 individuals, businesses, and non-profit clients make an even greater impact on the people and causes they care about deeply.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The outside Team of Expert Advisors are independent entities from LPL Financial and Yerba Buena Financial Partners, LLC. The use of the services of this team is optional.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Sally Sauvignon
Yerba Buena Financial Partners, LLC
Like >
Yerba Buena Financial Partners, LLC

Visit website