David Yeske

Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University. He also earned an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.

Dr. Dave is a past Chair of the Financial Planning Association (US) (FPA) and has been named a top advisor by Bloomberg Wealth Manager.

He has been quoted in national media including The Wall Street Journal, Business Week, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave appears regularly on CBS, CNBC, CNN and NBC News. Dave was profiled in the Wall Street Journal in 2009.

Dave has written feature articles for Research Magazine, San Francisco Magazine and The Journal of Retirement Planning. He co-authored with Elissa Buie, CFP, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, which was published in July 2006 in The Journal of Financial Planning. The Journal also published their most recent collaboration, “Evidence-Based Financial Planning: To Learn. . . Like a CFP,” which appeared in the November, 2011 issue. The results of Dave’s doctoral research were published in the Journal of Financial Planning in September 2010 under the title “Finding the Planning in Financial Planning.” Dr. Dave contributed 13 chapters to the CFP Board’s “Financial Planning Competency Handbook,” published by John Wiley & Sons.

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business, where he is co-instructor for the Practicum in Financial Planning, the capstone financial planning course. Dave served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006 and subsequently chaired FPA's Research Center Team, and Academic Advisory Council. He is a Mentor for FPA's Residency Program.