Faculty: David Yeske

Dr. David Yeske

Title(s):
Director of Financial Planning
Distinguished Adjunct Professor
School(s):
Business
415-956-9686
Campus(es):
San Francisco, Online
David Yeske

Dr. David 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.

David is a past Chair of the Financial Planning Association (FPA), and has served as the Practitioner Editor of The Journal of Financial Planning. He currently sits on the Board of Trustees of the Foundation for Financial Planning.

David 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. Throughout his career, he has appeared on CBS, CNBC, CNN and NBC News. David and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and David was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.”

David 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 David’s doctoral research were published in the Journal of Financial Planning in September 2010 under the title “Finding the Planning in Financial Planning.”

In October 2017, David was awarded the prestigious P. Kemp Fain, Jr. Award*, the Financial Planning profession’s lifetime achievement award.

David holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno 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.

* Disclosures for Awards and Rankings are available here.


COURSES TAUGHT

FI 421
Personal Investment Management
FI 434
Cases in Financial Planning

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

  • 2015 - Present: Director of Financial Planning, Golden Gate University
  • 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

  • P. Kemp Fain, Jr. Award, Financial Planning Association, 2017
  • Heart of Financial Planning Award, Financial Planning Association, 2012
  • Distinguished Adjunct Faculty Award, Golden Gate University, 2010

LINKS