Andrew "Andy" Zittell is the Founder of Yerba Buena Financial Partners and a Partner of Wealth Consulting Group (WCG), a collaborative network of experienced financial professionals dedicated to delivering sophisticated wealth management strategies and comprehensive planning solutions. He is also an LPL Financial Registered Principal. A seasoned financial advisor since 1989, Andy brings more than 35 years of experience helping individuals, families, and business owners build, preserve, and confidently distribute their wealth.

As YBFP's investment manager, Andy leads the firm's investment oversight, product due diligence, and strategic planning efforts. Through his partnership with Wealth Consulting Group, he collaborates with a broad network of specialists and advisors to provide clients with enhanced resources, advanced planning strategies, and customized strategy designed to address their evolving financial needs.

A second-generation financial professional, Andy followed in his father's footsteps, blending time-tested wisdom with a modern, integrated approach to investment management, retirement income planning, insurance strategies, and estate planning. His extensive experience makes him especially attuned to the needs of family-owned businesses, professionals, and retirees navigating the transition from wealth accumulation to wealth distribution.

Andy is nationally recognized for his expertise in advanced insurance planning and retirement distribution strategies. He is a Life and Qualifying Member of the Million Dollar Round Table's Top of the Table, one of the financial services industry's highest distinctions. He previously served as Education Chair for the San Francisco Life Underwriters Association and remains actively involved in organizations dedicated to advancing financial planning excellence and client outcomes.

Originally from New York, Andy has called the San Francisco Bay Area home for more than 45 years. Outside the office, he enjoys international travel, exploring the outdoors, restoring antiques, gardening, and tackling a wide variety of "Handy Andy" projects. A lifelong learner, he has recently taken up the art of archery and continues to pursue interests in art, reading, history, and community service.

Andy is also a passionate advocate for philanthropy and volunteers with organizations including Special Olympics International and Congregation Emanu-El, whose missions embody the spirit of Tikkun Olam, repairing the world through service, inclusion, compassion, and community engagement. His dedication to service extends beyond his profession and reflects the values of stewardship, integrity, and generosity that guide both his personal and professional life.

With more than two decades of experience supporting business owners, executives, and professionals, Kellie Burkett brings a unique blend of operational expertise, client service excellence, and relationship management to Yerba Buena Financial Partners.

Kellie is dedicated to delivering an exceptional client experience through responsive service, thoughtful communication, and meticulous attention to detail. Drawing on her extensive background in business operations, finance, marketing, human resources, and organizational management, she plays an integral role in supporting both clients and advisors throughout the financial planning and wealth management process.

Kellie helps coordinate the many moving parts behind the scenes, ensuring client requests are handled efficiently, accurately, and with the highest level of care. Whether assisting with account servicing, facilitating complex transactions, or helping clients navigate important life and financial transitions, she is committed to creating a seamless and supportive experience.

Known for her warmth, professionalism, and genuine desire to help others, Kellie takes pride in building trusted relationships with clients. She understands that financial planning is about more than numbers, it is about helping individuals and families pursue their goals with confidence. Her ability to combine operational excellence with a personal touch makes her a valued resource to both clients and colleagues.

Kellie lives in Napa, California, where she enjoys spending time outdoors, hiking local trails, practicing Pilates, playing pickleball, dancing, reading, and making memories with family and friends. She believes that strong relationships, lifelong learning, and a commitment to service are at the heart of both personal fulfillment and professional success.

When you contact Yerba Buena Financial Partners, Kellie is often the first friendly voice you'll hear and looks forward to helping make your experience with the firm both efficient and enjoyable.