Elissa Buie, CFP^®

CEO - Founder

Yeske Buie Inc.

301 Maple Avenue West, Suite 600
Vienna, VA 22180

+ 1 More Location

Yeske Buie Inc.

220 Montgomery Street, Suite 900
San Francisco, CA 94104

FINANCIAL ADVISOR'S WEBSITE

www.YeBu.com

(800) 772-1887 CONNECT WITH Elissa

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$3,000,000

General

Elissa Buie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Yeske Buie Inc. in Vienna, VA and the surrounding communities.

Financial Advisor Overview

Yeske Buie is a prominent national wealth management firm with a mission of helping our clients harness their material and human resources in pursuit of their Live Big® life. Yeske Buie provides financial planning and asset management services and has over $700 million under management with a target of $1 billion under management. The founders of Yeske Buie, David B. Yeske, CFP® and Elissa Buie, CFP®, are leaders in the profession, both having been Chair of the Financial Planning Association (US). They are published writers (including The Journal of Financial Planning) and frequent speakers, both nationally and internationally and are active as Dean/Mentor in FPA’s Residency program. Both Dave and Elissa have been recipients of the P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Yeske Buie has offices in Vienna, VA and San Francisco, CA.

Financial Advisor Experience

Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983. Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is the Immediate Past Chair of the Foundation. She is a past Chair of the Financial Planning Association (US) and is a Dean for the FPA’s Residency Program. Elissa currently serves on the Schwab Advisor Services Advisory Board. She has been named as a top advisor by Washingtonian and Bloomberg Wealth Manager magazines and was named to the Financial Times Top 100 Women Financial Advisers list. She was also named to InvestmentNews’ Women to Watch list for 2015 and has been quoted in The Washington Post, Time and Businessweek magazines. Elissa’s article, “To Feel . . . Like a CFP”, published in July 2000 in The Journal of Financial Planning. Her article, co-authored with Dr. Dave Yeske, CFP, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, was published in July 2006 in the Journal, and “Evidence-Based Financial Planning: To Learn… Like a CFP®” appeared in the November, 2011 issue. Elissa contributed 17 chapters to the CFP Board’s “Financial Planning Competency Handbook”. Elissa was awarded the prestigious P. Kemp Fain, Jr. Award, Financial Planning profession’s equivalent of a lifetime achievement award. Elissa is a Distinguished Adjunct Professor at Golden Gate University’s Ageno School of Business, where she and Dave co-teach the capstone Cases in Financial Planning course.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth