Our Process
No two financial journeys are alike. At Yerba Buena Financial Partners (YBFP), we begin by getting to know you — your goals, resources, and what matters most. Together, we’ll build a personalized plan that can adapt as life changes.
Our process is collaborative and ongoing: we help you explore options, make informed decisions, and review progress regularly so your strategy stays aligned with your vision for the future.
Our Philosophy
We believe financial guidance should be thoughtful, clear, and centered on your unique situation. Your risk comfort, time horizon, and personal goals shape every conversation we have and every recommendation we make.
Our role is to provide insight and structure while helping you navigate change with perspective and care. The goal is a plan built around you — so you can move forward with greater clarity about what comes next.
Our Strategies
At Yerba Buena Financial Partners (YBFP), we offer guidance across key areas of financial life — from investments and retirement planning to estate and insurance strategies. Our goal is to help you make informed decisions, protect what matters most, and plan for the future with intention. We work with individuals, families, business owners, and organizations navigating life’s transitions and opportunities.
Andrew Zittell Awarded the 2018 Five Star Wealth Manager Award
We are pleased to announce that Andrew Zittell has won the 2018 Five Star Wealth Manager award! By earning this honor, Andrew has demonstrated a commitment to clients. Please offer Andrew your congratulations.
Five Star Professional has recognized in the pages of San Francisco magazine an outstanding group of San Francisco-area wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria.
Congratulations once again to Andrew Zittell and to all of our 2018 Five Star Wealth Managers!