Dr. Dave Yeske

Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as 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.

Dave is a past Chair of the Financial Planning Association (US) (FPA) and has been named a top advisor byBloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The NewYork Times, Business week, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and TheJournal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the WallStreet Journal in 2010 on “The Science of Financial Advising.”

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Dave has written feature articles for Research Magazine, San Francisco Magazine and The Journal of RetirementPlanning. He co-authored with Elissa Buie, CFP, “Policy-Based Financial Planning Provides Touchstone in aTurbulent 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 byJohn Wiley & Sons in April of 2013. Dave and Elissa contributed a chapter titled “Policy-Based Financial Planning:Decision Rules for a Changing World” to “Investor Behavior: the Psychology of Financial Planning and Investing,”published February 10, 2014 by Wiley Finance.

In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.

Dave is the Practitioner Editor of the Journal of Financial Planning. He also holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Age no School of Business, where he is director of the University’s financial planning program. He also co-teaches the capstone Cases in Financial Planning course with Elissa. Dave served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006, and chaired FPA’s ResearchCenter Team and its Academic Advisory Council from 2007 to 2012. Dave received FPA’s Heart of Financial Planning award in 2012. He is also a long-time Mentor in FPA’s Residency Program.

Dr. Dave Yeske, CFP® earned a doctorate in finance at Golden Gate University and 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 subsequently chaired FPA's PAC, Research Center Team, and Academic Advisory Council. He currently serves as Practitioner Editor of the Journal of Financial Planning.

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 and the Yeske Buie approach to investing were profiled in the Wall Street Journal in October 2009 and Dave was again profiled in the Journal in 2010 on “The Science of Financial Advising.”

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business, where he is also director of the financial planning program. Dave served as Chair of the Financial Planning Association PAC in 2005 and 2006 and chaired FPA's Academic Advisory Council from 2007 to 2012. He is a Dean and Mentor for FPA’s Residency Program.

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