Andrew Zittell, CLU®, ChFC®, AIF®, RFC®
Founder
415-334-8500
As the founder of Yerba Buena Financial Partners, Andrew Zittell, CLU, ChFC, AIF, RFC is an LPL Financial Registered Principal, who as a skilled financial professional is passionate about helping his clients build, preserve, and distribute their wealth. Andrew is the YBFP’s investment manager and is responsible for product due diligence.
As a second-generation financial guru (following in his father’s footsteps), and with more than three decades of experience and extensive knowledge; he has an unparalleled approach to integrating retirement, insurance, and estate planning. Andy enjoys helping family-owned businesses and individuals who are transitioning from wealth accumulation to retirement and income distribution planning.
Andy specializes in advanced insurance planning and retirement distribution. He is a Life and Qualifying Member, Court of the Table for the Million Dollar Round Table, has served as Education Chair for the San Francisco Life Underwriters Association, and is an active member of a few professional associations.
Andy was born and raised in New York but has lived in San Francisco Bay Area for over 40 years. He is looking forward to post COVID adventure and travel, both locally and abroad. When Andy is not spending time enjoying the great outdoors, his hobbies include art, restoring antiques, and caring for critters - two legged and four. He enjoys gardening, reading, and has most recently been learning the art of archery. He is an author, an ardent speaker and is devoted to the promotion of philanthropy. He is also active in community and volunteer organizations, including 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.
Office of Supervisory Jurisdiction
Our mission is to serve as our client's Personal CFO and most trusted 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.
Financial Custodian
Founded in 1989, LPL Financial is the nation's largest independent broker/dealer1 and the largest provider of third-party investment services2 to banks and credit unions. As a YBFP affiliate, LPL offers 50+ research staff, more than 300 portfolio managers, and 950+ approved managers. Services provided for your benefit through LPL Financial include; market research, innovative technology, compliance oversight, and professional development.
1As reported by Financial Planning magazine, June 1996-2018, based on total revenue. 2 2016/2017 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.