Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from TheUniversity of Virginia. She has been practicing financial planning since 1983.
Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is a past Chair of theFoundation. She is also a past Chair of the Financial Planning Association (US) and is a Dean for the FPA’sResidency Program. Elissa currently serves on the Schwab Advisor Services Advisory Board where sheshares ideas and insights to help Schwab develop high-level strategies and enhance their services.
Elissa has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg WealthManager and was named to Financial Times Top 100 Women Financial Advisers list in 2014. In 2015, Elissa was listed on InvestmentNews’ Women to Watch list. Elissa has appeared on The Today Show, CNBC,CNNfn, NBC News and McLaughlin One-on-One. She has been quoted in national media including TheWashington Post, Time and Businessweek magazines.
Elissa’s article, “To Feel . . . Like a CFP”, was published in July 2000 in The Journal of Financial Planning(JFP). Her article, co-authored with Dr. Dave Yeske, CFP, “Policy-Based Financial Planning ProvidesTouchstone in a Turbulent World”, was published in the July 2006 issue of the JFP, where their most recent collaboration, “Evidence-Based Financial Planning: To Learn . . . Like a CFP®” also appeared in November, 2011. Elissa contributed 17 chapters to the CFP Board’s first-of-its-kind Financial Planning Competency Handbook, published by John Wiley & Sons.
In October 2013, Elissa was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planningprofession’s lifetime achievement award.
Elissa’s significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for FinancialPlanning were highlighted as she received the award. In 2017, Elissa was awarded the LifetimeAchievement award from the Financial Planning Association’s National Capital Area chapter.
Elissa holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s AgenoSchool of Business, where she and Dave co-teach the capstone Cases in Financial Planning course.
Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from TheUniversity of Virginia. She has been practicing financial planning since 1983.
Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is a past Chair of theFoundation. She is also a past Chair of the Financial Planning Association (US) and is a Dean for the FPA’sResidency Program. Elissa currently serves on the Schwab Advisor Services Advisory Board where sheshares ideas and insights to help Schwab develop high-level strategies and enhance their services.
Elissa has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg WealthManager and was named to Financial Times Top 100 Women Financial Advisers list in 2014. In 2015, Elissa was listed on InvestmentNews’ Women to Watch list. Elissa has appeared on The Today Show, CNBC,CNNfn, NBC News and McLaughlin One-on-One. She has been quoted in national media including TheWashington Post, Time and Businessweek magazines.
Elissa’s article, “To Feel . . . Like a CFP”, was published in July 2000 in The Journal of Financial Planning(JFP). Her article, co-authored with Dr. Dave Yeske, CFP, “Policy-Based Financial Planning ProvidesTouchstone in a Turbulent World”, was published in the July 2006 issue of the JFP, where their most recent collaboration, “Evidence-Based Financial Planning: To Learn . . . Like a CFP®” also appeared in November, 2011. Elissa contributed 17 chapters to the CFP Board’s first-of-its-kind Financial Planning Competency Handbook, published by John Wiley & Sons.
In October 2013, Elissa was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planningprofession’s lifetime achievement award.
Elissa’s significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for FinancialPlanning were highlighted as she received the award. In 2017, Elissa was awarded the LifetimeAchievement award from the Financial Planning Association’s National Capital Area chapter.
Elissa holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s AgenoSchool of Business, where she and Dave co-teach the capstone Cases in Financial Planning course.