Broker Check

Andrew Zittell Renews Membership with the Financial Services Institute


FOR IMMEDIATE RELEASE     

Contact: Andrew Zittell/[email protected]/415-334-8000  

FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice

San Rafael, CA – Local financial advisor Andrew Zittell of Yerba Buena Financial Partners today announced he has renewed membership with the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.

 “I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” said Andrew Zittell “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need.” 

“We are very pleased to have Andrew Zittell renew their membership,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Andrew Zittell help bring real-life experience to our efforts. We plan to continue to work closely with Andrew Zittell as we advocate for independent financial advisors and the hard-working clients they serve.”

Yerba Buena Financial Partners offers Investment Management, Advisory Services, Financial Planning, Risk Identification & Management, Tax & Business Planning Strategies, and Estate Transition & Planned Charitable Giving. He has been an independent advisor for over 30 years and is affiliated with LPL Financial.  Andrew is also an active Life and Qualifying Member, Court of the Table for the Million Dollar Round Table, he has served as Education Chair for the San Francisco Life Underwriters Association and is an active member of several professional associations. He is an author, an ardent speaker, and is devoted to the promotion of philanthropy. More information on Andrew Zittell and YBFP can be found at https://ybfp.com.

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.

Andrew Zittell is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC a Registered Investment Advisor.  Yerba Buena Financial Partners and Strategic Wealth Advisors Group, LLC are separate entities from LPL Financial. LPL Financial and FSI are not affiliated entities.  1-799057

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