Your Personal CFO
Behind Your Success™
Your financial life has many moving parts. You deserve a team that understands how they fit together—and what you want them to accomplish. At Yerba Buena Financial Partners, we help individuals, families, and business owners bring clarity to complex decisions through personal attention, independent thinking, and objective guidance.
Founded by Andrew Zittell, YBFP draws on more than 35 years of experience. Our Wealth Impact FORMula™ starts with understanding your Family, Occupation, and Recreation, then connects your financial resources to those priorities. That understanding shapes how we help you plan, invest, manage risk, and prepare for retirement.
As your Personal CFO, we organize the details, explain your options, and coordinate with your attorney, tax professional, and other valued advisors. You gain a clearer view of your financial picture, the tradeoffs to consider, and the next steps to take. As your life evolves, we revisit your strategy together.
Our partnership with The Wealth Consulting Group (WCG) provides access to additional planning, investment, insurance, research, and operational resources. Your YBFP team remains your central point of contact, bringing those resources together around your needs.
Your goals define success. We bring the planning, coordination, and ongoing care behind its pursuit.
Your goals define what success looks like. Our role is to bring the planning, coordination, and ongoing guidance that help you pursue it. That’s what we mean by Behind Your Success™.
