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03 juin 2015 06h06 HE | Source: Yerba Buena Financial Partners, LLC

Yerba Buena Financial Partners, LLC launches a Wealth & Estate Plan Second Opinion Service

SAN RAFAEL, Calif., June 3, 2015 (GLOBE NEWSWIRE) -- via PRWEB - Andrew Zittell and Bruce Frankel are pleased to announce the launch of a wealth and estate plan second opinion service. This...
01 avr. 2015 06h05 HE | Source: Yerba Buena Financial Partners, LLC

Frankely Speaking, Yerba Buena Financial Partners, LLC launches a new Blog

SAN RAFAEL, Calif., April 1, 2015 (GLOBE NEWSWIRE) -- via PRWEB - Andrew Zittell and Bruce Frankel are pleased to announce the launch of their first company blog, Frankely Speaking, authored by Bruce...
03 mars 2015 06h06 HE | Source: Yerba Buena Financial Partners, LLC

Yerba Buena Financial Partners, LLC delivers an outside Team of Expert Advisors

SAN RAFAEL, Calif., March 3, 2015 (GLOBE NEWSWIRE) -- via PRWEB - Andrew Zittell and Bruce Frankel are pleased to announce their recent alliance of an outside Team of Expert Advisors. The team...
23 oct. 2014 06h05 HE | Source: Yerba Buena Financial Partners, LLC

Yerba Buena Financial Partners, LLC Welcomes Sally Sauvignon

SAN RAFAEL, Calif., Oct. 23, 2014 (GLOBE NEWSWIRE) -- via PRWEB - Andrew Zittell and Bruce Frankel are very pleased to announce Sally Sauvignon recently joined the Firm as Director of Client Services...
23 mai 2014 03h06 HE | Source: Yerba Buena Financial Partners, LLC

Marilyn Suey of Yerba Buena Financial Partners, LLC Earns the "Professional Plan Consultant" (PPC) Credential from fi360 Inc.

SAN FRANCISCO, Calif., May 23, 2014 (GLOBE NEWSWIRE) -- via PRWEB - Local financial advisor Marilyn Suey has earned the Accredited Investment Fiduciary® (AIF®) designation. To receive the...