Yerba Buena Financial Partners, LLC
Description
Address: 1010 B St #217, San Rafael, CA 94901 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 334-8000: : Place name: : Website: : Category: : : Website: http://www.ybfp.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Yerba Buena Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Yerba Buena Financial Partners, LLC Employees
Employee
Years
Job
Industry
Marilyn Suey Marilyn Suey's Yerba Buena Financial Partners, LLC Experience May 2013 - Present
Job Marilyn Suey, CFP® Yerba Buena Financial Partners, LLC
Industry Financial Services
Experience
Yerba Buena Financial Partners, LLC May 2013 - Present
Yerba Buena Wealth Advisors, LLC April 2013 - Present
The Diamond Group January 2003 - Present
Laguna Diamond Group LLC November 2002 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Start-ups, Mergers & Acquisitions, Wealth, Financial Services, Small Business, Venture Capital, Long Term Care Insurance, Employee Benefits, Investment Strategies, Wealth Management, Investment Management, Retirement Plan..., Entrepreneurship, Asset Allocation, Alternative Investments, 401k, Securities, Finance, Estate Planning, Investment Advisory, Financial Advisory, Insurance, Financial Planners, Wealth Management..., Disability Insurance, Mutual Funds, Life Insurance, High Net Worth..., Pensions, Fixed Annuities, IRAs, ERISA, Asset Management, Series 7, Asset Managment, Business Planning, Tax, Mergers, Series 63, Private Equity, ETFs, Portfolio Management, Growth Capital, Term Life Insurance, Trusts, Funding
Education
The American College 2005 — 2008
CFP, CERTIFIED FINANCIAL PLANNER TM
University of Pennsylvania-Wharton School 1982 — 1984
MBA, Marketing/Intl Finance
University of California, Berkeley 1969 — 1972
BA, Applied Math/Economics
Yerba Buena Financial Partners, LLC May 2013 - Present
Yerba Buena Wealth Advisors, LLC April 2013 - Present
The Diamond Group January 2003 - Present
Laguna Diamond Group LLC November 2002 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Start-ups, Mergers & Acquisitions, Wealth, Financial Services, Small Business, Venture Capital, Long Term Care Insurance, Employee Benefits, Investment Strategies, Wealth Management, Investment Management, Retirement Plan..., Entrepreneurship, Asset Allocation, Alternative Investments, 401k, Securities, Finance, Estate Planning, Investment Advisory, Financial Advisory, Insurance, Financial Planners, Wealth Management..., Disability Insurance, Mutual Funds, Life Insurance, High Net Worth..., Pensions, Fixed Annuities, IRAs, ERISA, Asset Management, Series 7, Asset Managment, Business Planning, Tax, Mergers, Series 63, Private Equity, ETFs, Portfolio Management, Growth Capital, Term Life Insurance, Trusts, Funding
Education
The American College 2005 — 2008
CFP, CERTIFIED FINANCIAL PLANNER TM
University of Pennsylvania-Wharton School 1982 — 1984
MBA, Marketing/Intl Finance
University of California, Berkeley 1969 — 1972
BA, Applied Math/Economics
Emily Chen Emily Chen's Yerba Buena Financial Partners, LLC Experience December 2014 - June 2015
Job Development Coordinator at Ann Martin Center
Industry Fund-Raising
Experience
Ann Martin Center June 2015 - Present
Yerba Buena Financial Partners, LLC December 2014 - June 2015
UC Berkeley Haas School of Business (EWMBA) November 2012 - February 2014
UC Berkeley Haas School of Busines (EWMBA) October 2009 - December 2012
World Vision International June 2010 - August 2010
Skills
Event Planning, Management, Editing, Microsoft Excel, Microsoft Office, Nonprofits, Student Affairs, Marketing, Public Speaking, Fundraising, Non-profits, Social Media, Workshop Facilitation, Chinese, Customer Experience, Research, Data Analysis, Microsoft Word, Higher Education..., Budgets, Higher Education, PowerPoint, Event Management, Community Outreach, Project Planning, Dreamweaver, Financial Modeling, Advertising
Education
University of California, Berkeley 2007 — 2011
Bachelor's Degree, Business Administration, Psychology
Ann Martin Center June 2015 - Present
Yerba Buena Financial Partners, LLC December 2014 - June 2015
UC Berkeley Haas School of Business (EWMBA) November 2012 - February 2014
UC Berkeley Haas School of Busines (EWMBA) October 2009 - December 2012
World Vision International June 2010 - August 2010
Skills
Event Planning, Management, Editing, Microsoft Excel, Microsoft Office, Nonprofits, Student Affairs, Marketing, Public Speaking, Fundraising, Non-profits, Social Media, Workshop Facilitation, Chinese, Customer Experience, Research, Data Analysis, Microsoft Word, Higher Education..., Budgets, Higher Education, PowerPoint, Event Management, Community Outreach, Project Planning, Dreamweaver, Financial Modeling, Advertising
Education
University of California, Berkeley 2007 — 2011
Bachelor's Degree, Business Administration, Psychology
Bruce Frankel, MBA, CFP®, AIF® Bruce Frankel, MBA, CFP®, AIF®'s Yerba Buena Financial Partners, LLC Experience 2005 - Present
Job Wealth Consultant for Successful Entrepreneurs • Wealth Speaker & Author
Industry Financial Services
Experience
Yerba Buena Financial Partners, LLC 2005 - Present
Yerba Buena Wealth Advisors, LLC May 2013 - Present
Platinum Financial Group 2003 - 2005
WorldRes, EMEA 1997 - 2001
Magic Edge 1993 - 1996
Carmel Valley Ranch Resort 1987 - 1991
Skills
Entrepreneurship, Wealth Management, Business Planning, Estate Planning, High Net Worth..., Retirement, Investments, Charitable Giving, Strategic Financial..., Financial Planners, Portfolio Management, Wealth Management..., Small Business, Retirement Planning, Risk Management, Mutual Funds, Alternative Investments, Estate Law, Investment Advisory, Investment Management, Consulting, IRAs, Financial Services, Educational Consulting, Financial Planning, Wealth, Financial Advisory, Business Insurance..., Personal Insurance..., Retirement Counseling, College Planning, Tax Planning, Qualified Plan Design, Estate Transition, 401k
Education
Golden Gate University 2002 — 2004
Graduate Certificate in Financial Planning, Comprehensive Financial Planning
EDHEC Business School 2001 — 2002
MBA with Honors, International Business and Entrepreneurship
University of Nevada-Las Vegas 1981 — 1984
BS, Business with specialty in Hospitality Management
Yerba Buena Financial Partners, LLC 2005 - Present
Yerba Buena Wealth Advisors, LLC May 2013 - Present
Platinum Financial Group 2003 - 2005
WorldRes, EMEA 1997 - 2001
Magic Edge 1993 - 1996
Carmel Valley Ranch Resort 1987 - 1991
Skills
Entrepreneurship, Wealth Management, Business Planning, Estate Planning, High Net Worth..., Retirement, Investments, Charitable Giving, Strategic Financial..., Financial Planners, Portfolio Management, Wealth Management..., Small Business, Retirement Planning, Risk Management, Mutual Funds, Alternative Investments, Estate Law, Investment Advisory, Investment Management, Consulting, IRAs, Financial Services, Educational Consulting, Financial Planning, Wealth, Financial Advisory, Business Insurance..., Personal Insurance..., Retirement Counseling, College Planning, Tax Planning, Qualified Plan Design, Estate Transition, 401k
Education
Golden Gate University 2002 — 2004
Graduate Certificate in Financial Planning, Comprehensive Financial Planning
EDHEC Business School 2001 — 2002
MBA with Honors, International Business and Entrepreneurship
University of Nevada-Las Vegas 1981 — 1984
BS, Business with specialty in Hospitality Management
Scott Waxman Scott Waxman's Yerba Buena Financial Partners, LLC Experience July 2008 - February 2010
Job Client Support Supervisor at D+H
Industry Information Technology and Services
Experience
D+H August 2014 - Present
D+H April 2013 - August 2014
D+H March 2012 - April 2013
BNY Mellon July 2011 - March 2012
BNY Mellon February 2010 - June 2011
Yerba Buena Financial Partners, LLC July 2008 - February 2010
Salomon & Co. January 2007 - June 2008
Boardman Wealth Planning April 2007 - August 2007
Skills
Financial Analysis, PowerPoint, Excel, Mutual Funds, Stocks, Word, Portfolio Management, User Acceptance Testing, Data Analysis, Data Mining, Data Entry, Data Management, Data Extraction, Third Parties, Non-disclosure..., SQL, Microsoft Excel, Staff Mentor, New Hire Training, Management, Analytics, Customer Service, Microsoft Office, Process Improvement, Leadership, Finance
Education
University of Kentucky 2004 — 2008
Bachelors of Business Administration, Finance
Vandalia Butler High School 2000 — 2004
D+H August 2014 - Present
D+H April 2013 - August 2014
D+H March 2012 - April 2013
BNY Mellon July 2011 - March 2012
BNY Mellon February 2010 - June 2011
Yerba Buena Financial Partners, LLC July 2008 - February 2010
Salomon & Co. January 2007 - June 2008
Boardman Wealth Planning April 2007 - August 2007
Skills
Financial Analysis, PowerPoint, Excel, Mutual Funds, Stocks, Word, Portfolio Management, User Acceptance Testing, Data Analysis, Data Mining, Data Entry, Data Management, Data Extraction, Third Parties, Non-disclosure..., SQL, Microsoft Excel, Staff Mentor, New Hire Training, Management, Analytics, Customer Service, Microsoft Office, Process Improvement, Leadership, Finance
Education
University of Kentucky 2004 — 2008
Bachelors of Business Administration, Finance
Vandalia Butler High School 2000 — 2004
Michele Cassell, MBA's Yerba Buena Financial Partners, LLC Experience September 2011 - November 2011
Job Marketing and Brand Strategist | Social Entrepreneur
Industry Management Consulting
Experience
Independent Consultant January 2014 - Present
SUNDAYSOCIAL October 2013 - Present
Golden Gate University 2011 - 2013
The Wgirls Inc January 2010 - May 2012
Orbis Investment Advisory 2012 - 2012
Yerba Buena Financial Partners, LLC September 2011 - November 2011
The Advisory Group of San Francisco, LLC June 2007 - November 2009
Marsh February 2006 - June 2007
Parkview Place Children's Center March 2005 - February 2006
Various restaurants- Block Island, Newport and San Francisco January 1999 - January 2005
Skills
Fundraising, Event Planning, Public Relations, Public Speaking, Nonprofits, Marketing, Project Management, Community Outreach, Strategic Financial..., Leadership Development, Cross Functional..., Building Relationships, Volunteer Management, Social Media, Strategic Planning, Market Research, Management, Market Analysis, Corporate Social..., Social Entrepreneurship, Donor Engagement, Time Management, Sales, Board Relations, CRM, Employee Engagement, Event Management, Research, Team Building, Cross-functional Team..., New Business Development, Leadership, Start-ups, Strategy, Human Resources, Social Media Marketing, Social Networking, Philanthropy, Program Management
Education
Golden Gate University 2011 — 2013
Master of Business Administration (MBA)
San Francisco State University
BA, International Relations
UC Berkeley Extension
Financial Planning Courses
Independent Consultant January 2014 - Present
SUNDAYSOCIAL October 2013 - Present
Golden Gate University 2011 - 2013
The Wgirls Inc January 2010 - May 2012
Orbis Investment Advisory 2012 - 2012
Yerba Buena Financial Partners, LLC September 2011 - November 2011
The Advisory Group of San Francisco, LLC June 2007 - November 2009
Marsh February 2006 - June 2007
Parkview Place Children's Center March 2005 - February 2006
Various restaurants- Block Island, Newport and San Francisco January 1999 - January 2005
Skills
Fundraising, Event Planning, Public Relations, Public Speaking, Nonprofits, Marketing, Project Management, Community Outreach, Strategic Financial..., Leadership Development, Cross Functional..., Building Relationships, Volunteer Management, Social Media, Strategic Planning, Market Research, Management, Market Analysis, Corporate Social..., Social Entrepreneurship, Donor Engagement, Time Management, Sales, Board Relations, CRM, Employee Engagement, Event Management, Research, Team Building, Cross-functional Team..., New Business Development, Leadership, Start-ups, Strategy, Human Resources, Social Media Marketing, Social Networking, Philanthropy, Program Management
Education
Golden Gate University 2011 — 2013
Master of Business Administration (MBA)
San Francisco State University
BA, International Relations
UC Berkeley Extension
Financial Planning Courses
Bob Machado Bob Machado's Yerba Buena Financial Partners, LLC Experience February 2006 - June 2006
Job Owner / CFP(R) FeeOnly Financial Planner
Industry Financial Services
Experience
Desert Business Association May 2010 - Present
Compass Rose Financial Planning March 2007 - Present
San Diego NAPFA Study Group June 2009 - June 2012
Palm Springs Business Network 2010 - 2011
Golden Rainbow Senior Center 2007 - 2010
Desert Estate Planning Council 2006 - 2010
Yerba Buena Financial Partners, LLC February 2006 - June 2006
Ameriprise Financial Advisors June 2005 - February 2006
Intel Corporation January 1991 - March 2004
Micro Mask, Inc 1978 - 1980
Skills
Asset Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Insurance Planning, Estate Planning, Retirement Planning, 401k, Retirement, Wealth Management, Mutual Funds, Long Term Care, Portfolio Management, IRA's, Long-term Care, Financial Planners, Certified Financial..., Personal Finance, IRAs, Strategic Financial..., Investment Management
Education
Golden Gate University 2002 — 2006
MS, Financial Planning
Golden Gate University 1987 — 1991
MBA, High Technology Management
United States Military Academy at West Point 1969 — 1973
BS, Mechanical Engineering
Desert Business Association May 2010 - Present
Compass Rose Financial Planning March 2007 - Present
San Diego NAPFA Study Group June 2009 - June 2012
Palm Springs Business Network 2010 - 2011
Golden Rainbow Senior Center 2007 - 2010
Desert Estate Planning Council 2006 - 2010
Yerba Buena Financial Partners, LLC February 2006 - June 2006
Ameriprise Financial Advisors June 2005 - February 2006
Intel Corporation January 1991 - March 2004
Micro Mask, Inc 1978 - 1980
Skills
Asset Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Insurance Planning, Estate Planning, Retirement Planning, 401k, Retirement, Wealth Management, Mutual Funds, Long Term Care, Portfolio Management, IRA's, Long-term Care, Financial Planners, Certified Financial..., Personal Finance, IRAs, Strategic Financial..., Investment Management
Education
Golden Gate University 2002 — 2006
MS, Financial Planning
Golden Gate University 1987 — 1991
MBA, High Technology Management
United States Military Academy at West Point 1969 — 1973
BS, Mechanical Engineering
Katia Kushnir Katia Kushnir's Yerba Buena Financial Partners, LLC Experience November 2010 - June 2015
Job Client Service Associate at Vista Wealth Management, LLC
Industry Financial Services
Experience
Vista Wealth Management, LLC June 2015 - Present
Yerba Buena Financial Partners, LLC November 2010 - June 2015
Great-West Life & Annuity Insurance Company, Denver, CO 2008 - 2010
ICP, International Center of Photography, New York, NY 2006 - 2008
Skills
Social Media, Microsoft Office, Photography, PowerPoint, Event Planning, Adobe Creative Suite, Leadership, Lightroom, Photoshop, Business Planning, Access, Microsoft Excel, Newsletters, Program Management, Digital Photography, Social Networking, Final Cut Pro, Image Editing, Portrait Photography, Art History, Nonprofits, Museums, Arts Administration, Event Management, Fine Art, Volunteer Management
Education
University of Colorado at Denver 2003 — 2005
Bachelor of Fine Arts, Photography, Photography, Bachelor of Fine Arts
University of Colorado at Denver 1998 — 2001
Bachelor of Arts, Art History and Course-work in French Language, Art History and Course-work in French Language, Bachelor of Arts
University of Rouen, Normandy, France 1999 — 1999
Certificate of Placement, French Language, French Language, Certificate of Placement
Vista Wealth Management, LLC June 2015 - Present
Yerba Buena Financial Partners, LLC November 2010 - June 2015
Great-West Life & Annuity Insurance Company, Denver, CO 2008 - 2010
ICP, International Center of Photography, New York, NY 2006 - 2008
Skills
Social Media, Microsoft Office, Photography, PowerPoint, Event Planning, Adobe Creative Suite, Leadership, Lightroom, Photoshop, Business Planning, Access, Microsoft Excel, Newsletters, Program Management, Digital Photography, Social Networking, Final Cut Pro, Image Editing, Portrait Photography, Art History, Nonprofits, Museums, Arts Administration, Event Management, Fine Art, Volunteer Management
Education
University of Colorado at Denver 2003 — 2005
Bachelor of Fine Arts, Photography, Photography, Bachelor of Fine Arts
University of Colorado at Denver 1998 — 2001
Bachelor of Arts, Art History and Course-work in French Language, Art History and Course-work in French Language, Bachelor of Arts
University of Rouen, Normandy, France 1999 — 1999
Certificate of Placement, French Language, French Language, Certificate of Placement
Amanda Schmieder Amanda Schmieder's Yerba Buena Financial Partners, LLC Experience November 2013 - February 2014
Job Seasoned EA with extensive experience in implementing and executing administrative support functions of all levels.
Industry Executive Office
Experience
Ultragenyx Pharmaceutical Inc. August 2015 - Present
San Francisco Reinsurance Company April 2015 - August 2015
Fireman's Fund Insurance Company February 2014 - April 2015
Yerba Buena Financial Partners, LLC November 2013 - February 2014
Constellation Asset Advisors, Inc January 2011 - July 2013
Constellation Asset Management, LLC June 2010 - January 2011
Redwood Consultants, LLC April 2006 - June 2010
Redwood Consultants, LLC February 2004 - April 2006
Skills
Leadership, Investor Relations, Management, Payroll, Vendor Management, Operations Management, Team Building, Process Improvement, Managing Database, ACT!, Stock Management, Marketing Material..., Contract Management, Microsoft Office, Global Operations, Customer Satisfaction, Operational Efficiency, Operating Budgets, Business Operations, Data Entry, Rule 144, Press Release Drafting, Health Insurance, Production Budgeting, Lotus Notes, Customer Service, Social Media, Training, Sales, Marketing, CRM, Event Planning, Sales Management, Strategic Planning, Microsoft Excel
Education
College of Marin 2004 — 2006
Novato High School 2000 — 2004
Ultragenyx Pharmaceutical Inc. August 2015 - Present
San Francisco Reinsurance Company April 2015 - August 2015
Fireman's Fund Insurance Company February 2014 - April 2015
Yerba Buena Financial Partners, LLC November 2013 - February 2014
Constellation Asset Advisors, Inc January 2011 - July 2013
Constellation Asset Management, LLC June 2010 - January 2011
Redwood Consultants, LLC April 2006 - June 2010
Redwood Consultants, LLC February 2004 - April 2006
Skills
Leadership, Investor Relations, Management, Payroll, Vendor Management, Operations Management, Team Building, Process Improvement, Managing Database, ACT!, Stock Management, Marketing Material..., Contract Management, Microsoft Office, Global Operations, Customer Satisfaction, Operational Efficiency, Operating Budgets, Business Operations, Data Entry, Rule 144, Press Release Drafting, Health Insurance, Production Budgeting, Lotus Notes, Customer Service, Social Media, Training, Sales, Marketing, CRM, Event Planning, Sales Management, Strategic Planning, Microsoft Excel
Education
College of Marin 2004 — 2006
Novato High School 2000 — 2004
Sally Sauvignon's Yerba Buena Financial Partners, LLC Experience September 2014 - Present
Job Director of Client Services and Marketing at Yerba Buena Financial Partners, LLC
Industry Insurance
Experience
Yerba Buena Financial Partners, LLC September 2014 - Present
The Hartford July 2008 - July 2014
The Hartford July 2006 - July 2008
The Hartford June 2005 - July 2006
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Yerba Buena Financial Partners, LLC September 2014 - Present
The Hartford July 2008 - July 2014
The Hartford July 2006 - July 2008
The Hartford June 2005 - July 2006
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Kelley Sastokas's Yerba Buena Financial Partners, LLC Experience August 2015 - Present
Job Licensed Insurance Professional
Industry Marketing and Advertising
Experience
Yerba Buena Financial Partners, LLC August 2015 - Present
State Farm Agent Lara Mahlik October 2014 - August 2015
John Hancock Life Insurance Company (U.S.A.) November 1998 - June 2003
Skills
Life Insurance, Fixed Annuities, 401k, Series 6, Series 63, Series 7, Retirement Planning, Mutual Funds, Long-term Care, Retirement, IRAs, Term Life Insurance, Sellers, Referrals, Estate Planning, Listings, Relocation, Real Estate, Development of..., Marketing Communications, Direct Sales, Sales Management, Advertising Sales, Sales Promotion, Underwriting, Mortgage Lending
Education
Penn State University
Bachelor of Science (B.S.), Marketing
Yerba Buena Financial Partners, LLC August 2015 - Present
State Farm Agent Lara Mahlik October 2014 - August 2015
John Hancock Life Insurance Company (U.S.A.) November 1998 - June 2003
Skills
Life Insurance, Fixed Annuities, 401k, Series 6, Series 63, Series 7, Retirement Planning, Mutual Funds, Long-term Care, Retirement, IRAs, Term Life Insurance, Sellers, Referrals, Estate Planning, Listings, Relocation, Real Estate, Development of..., Marketing Communications, Direct Sales, Sales Management, Advertising Sales, Sales Promotion, Underwriting, Mortgage Lending
Education
Penn State University
Bachelor of Science (B.S.), Marketing
Ofelia (Sbingu) Bogdan's Yerba Buena Financial Partners, LLC Experience September 2006 - September 2007
Job MBA Graduate
Industry Financial Services
Experience
LiveNote, Inc December 2007 - May 2008
Yerba Buena Financial Partners, LLC September 2006 - September 2007
Smith Barney Citigroup February 2003 - August 2006
Northern California World Trade Center February 2004 - April 2004
UCLA October 1997 - July 2002
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
Golden Gate UniversityMay 2008
Master Business Administration, Finance
LiveNote, Inc December 2007 - May 2008
Yerba Buena Financial Partners, LLC September 2006 - September 2007
Smith Barney Citigroup February 2003 - August 2006
Northern California World Trade Center February 2004 - April 2004
UCLA October 1997 - July 2002
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
Golden Gate UniversityMay 2008
Master Business Administration, Finance