Broker Check

Who We Serve

People Experiencing Life Transitions

Yerba Buena Financial Partners specializes in strategic and systemized processes for those working, pre-retired, and retired who are looking to “transition from working for their money to having their money work for them”. Life transitions happen all of the time and may include- the birth of a child, college bound young adults, change of employer, long term care event or an inheritance. Yerba Buena Financial Partners has the knowledge and experience to offer guidance in preparation for or deployment of any life transitions you may experience.

Our services include:

  • Pre-retirement & retirement planning
  • Investments & income streams
  • Risk management
  • Personal insurance consulting
  • College planning

Business Owners, Self-Employed and Independent Contractors

Yerba Buena Financial Partners’ specializes in services for business owners, independent contractors, and the self-employed. We strive to help enhance your success by working with you to reduce tax, limit liability and creditor exposure, and address any other identified or unidentified issues.

We’ll work with you to understand your specific situation and needs, and then recommend strategies that are designed to help optimize the success of your business. As business owners, independent contractors and self-employed persons, proper planning can help ensure you benefit from your success.

Our services include:

  • Business continuity and transition planning
    • Valuation estimates
    • Value enhancement strategies
    • Transition preparation
    • Deal structure
  • Risk management:
    • BOE (Business Overhead Expense) insurance
    • Personal disability insurance
    • Life insurance
    • Buy Sell Funding
  • Tax planning
  • Qualified & Non-Qualified Retirement Plan Design
  • Buy-Sell arrangements
  • Business and entity structure
  • Assist in cash flow, budgets and financial statement management

As a business owner, self-employed or independent professional it can be both rewarding and intimidating. We specialize in helping professionals organize their financial and business affairs to optimize their circumstances to achieve their long-term goals.

Disclosure: While our comprehensive financial planning services do outline tax ramifications, we do not provide tax or legal advice. We refer our clients to their qualified professionals for tax or legal advice for their specific situation(s).

Non-Profits, Foundations & Constituent Donors

We realize non-profits, foundations and their constituent donors face special financial challenges. Yerba Buena Financial Partners is experienced and well suited with our strategic and systemized process to manage the assets of endowments, private foundations, and other not-for-profit organizations.

To accomplish the organizational goals and deliver on their missions, not-for-profit organizations depend on the survival of their capital funding. With our grow and protect strategy, YBFP assists in limiting volatility and mitigating losses.

Our services include:

  • Investment management of endowments and capital funding
  • Financial reporting to the Board of Directors
  • Adherence to the prudent investor requirements
  • Donor centric education & guidance to assist development objectives