Yerba Buena Financial Partners
Andrew Zittell, CLU®, ChFC®, AIF®, RFC®
Founder
415-334-8500
Andrew Zittell, CLU®, ChFC®, AIF®, RFC®, is the founder of Yerba Buena Financial Partners and an LPL Financial Registered Principal. A seasoned financial advisor since 1989, Andy brings more than 35 years of expertise to helping individuals and families build, preserve, and confidently distribute their wealth. As YBFP’s investment manager, he also leads product due diligence and strategic planning.
A second-generation financial professional, Andy followed in his father’s footsteps, blending time-tested wisdom with a modern, integrated approach to retirement, insurance, and estate planning. His deep experience makes him especially attuned to the needs of family-owned businesses and clients preparing to transition from wealth accumulation to retirement income.
Andy is nationally recognized for his specialization in advanced insurance planning and retirement distribution. He is a Life and Qualifying Member of the Million Dollar Round Table’s Top of the Table, served as Education Chair for the San Francisco Life Underwriters Association, and remains active in several industry organizations distribution strategies.
Originally from New York, Andy has called the San Francisco Bay Area home for over 45 years. When he’s not working with clients or speaking at events, you can find him exploring the outdoors, restoring antiques, or tending to his garden and his menagerie of two-legged and four-legged companions. A lifelong learner, he’s recently engaged in the art of archery and continues to find joy in art, reading, and community service. Andy is a passionate advocate for philanthropy and volunteers with organizations like Special Olympics International and Congregation Emanu-El.
Kellie Burkett
Director of First Impressions
Kellie utilizes her extensive experience in business, marketing, finance and human resource management in the client services department at Yerba Buena Financial Partners.
Kellie lives in San Rafael and when she isn’t assisting our YBFP clients, she enjoys hiking, biking, fine dining and wine tasting.
When you call YBFP, Kellie is your first point of contact. Please feel free to contact her anytime.
The Wealth Consulting Group
Office of Supervisory Jurisdiction
Our mission is to serve as our client's Personal CFO and most valued advisor. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.
