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 portfolio 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.