San Francisco Five Star award winner

PROFESSIONAL PROFILE

Andrew Zittell

Founder
Yerba Buena Financial Partners
1010 B St Ste 217
San Rafael, CA 94901
Office: 415-334-8000
info@ybfp.com
www.ybfp.com

Professional Approach

Yerba Buena Financial Partners was founded in 2004 as an independent, full-service financial services firm, built on a foundation of trust and respect.  Over the decades, it has remained on the forefront of providing sophisticated wealth management solutions and conflict free advice to build, protect, preserve, and transfer wealth.  YBFP has a tradition of excellence that has established and maintained its good name in the community for decades.

Andrew Zittell, the founder of YBFP, has more than 30 years of experience serving clients and the local community in the financial services industry.  His philosophy is to work with honesty and integrity every day and to offer exceptional customer service.  Andy knows his clients, pays attention to the details for their lives, listens to what is important to them, and makes it his goal to forge lifelong relationships.

Andrew has built a reputation for providing trustworthy, well-researched, and independent advice to his clients. He uses a proprietary planning model that allows him to create a customized plan to meet each client’s needs.

The complexity of the current financial marketplace creates a preeminent need to have a resilient approach to financial planning. Andrew provides qualified, educated, and experienced counsel and believes in a proactive path to wealth management. Andy’s ultimate goal is to minimize risks while striving to meet his client’s objectives.

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Andrew Zittell is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC a Registered Investment Advisor. Yerba Buena Financial Partners and Strategic Wealth Advisors Group, LLC are separate entities from LPL Financial.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,881 San Francisco area wealth managers were considered for the award; 46 (2 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 1,488 considered, 49 winners; 2016: 1,442 considered, 96 winners; 2015: 1,598 considered, 107 winners; 2014: 3,256 considered, 93 winners.