Rocket Fuel

Faculty: David Yeske

David Yeske
Dr. David Yeske, CFP®
Title(s):
Distinguished Adjunct Professor
School(s):
Business
Campus(es):
San Francisco
  • 415-956-9686

Dr. Dave Yeske, CFP® has been practicing financial planning since 1990. He is a past Chair of the Financial Planning Association (US) (FPA) and has been named a top advisor by Bloomberg Wealth Manager. Dave has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and the Journal of Financial Planning. In 2015, Dr. Yeske was appointed Practitioner Editor by Journal of Financial Planning. Throughout his career, he 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 Wall Street Journal in 2010 on "The Science of Financial Advising." Dave has written feature articles for Research Magazine, San Francisco Magazine and The Journal of Retirement Planning.

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business, where he teaches the capstone Cases in Financial Planning course. He served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006, and chaired FPA's Research Center 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.

RESEARCH INTERESTS & AREAS OF SPECIALIZATION

  • Financial Planner as Strategist
  • Policy-Based Financial Planning
  • Financial Market Theory
  • Selected Publications

EDUCATION

  • BS (Applied Economics), MA (Economics), University of San Francisco
  • DBA, Golden Gate University

SELECTED PUBLICATIONS

PROFESSIONAL & Teaching eXPerience

  • 1995 - Present: Distinguished Adjunct Professor, Golden Gate University
  • 2015 - Present: Practitioner Editor, Journal of Financial Planning
  • 1990 - Present: Managing Director, Yeske Buie

PROFESSIONAL ASSOCIATIONS

Financial Planning Association
  • Co-Chair, FPA Retreat 2009
  • Chair, FPA Research Center Team, 2008-2010
  • Chair, FPA PAC, 2005-2006
  • Chairman of the Board, 2004
  • National President, 2003
International Standards Organization (ISO)
  • Member, US Technical Advisor Group (TAG) for ISO 22222, Personal Financial Planning

HONORS & AWARDS

  • Heart of Financial Planning Award, Financial Planning Association, 2012
  • Distinguished Adjunct Faculty Award, Golden Gate University, 2010

MEDIA & INTERVIEWS