Yerba Buena Financial Partners
Financial Services • 
San Rafael, California, United States • 1-10 Employees
Company overview
| Headquarters | 1101 Fifth Avenue, Suite 310, San Rafael, CA 94901, US |
| Phone number | +14153348500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at Yerba Buena Financial Partners
Andrew Zittell
Founder & Portfolio Manager
Yerba Buena Financial Partners Email Formats
Yerba Buena Financial Partners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@ybfp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ybfp.com | 100% |
About Yerba Buena Financial Partners
Yerba Buena Financial Partners (YBFP) is a private wealth management firm providing truly independent boutique service with a dynamic process designed to help grow and protect wealth. Based in the San Francisco Bay Area, we are dedicated to helping individuals, businesses, and non-profits manage and distribute their wealth. At YBFP, we proudly do things differently. We’ve created a wealth management process that moves beyond the conventional wisdom. We call this approach the Three Pillars of Wealth Management which is a multi-faceted strategy designed to help our clients accumulate and preserve wealth, seeking to create order amidst the chaos of a fast-moving, global, and interconnected economy. We help clients mitigate the rollercoaster of market volatility while pursuing the financial stability they need to achieve their goals. Our focus is on caring for our clients, and our goal is to develop long-term relationships with successful client families, businesses, and institutions who value our advice. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor; Member SIPC, www.sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.ybfp.com. For information on how we can become licensed in your state, please contact our office.
Yerba Buena Financial Partners revenue & valuation
| Annual revenue | $14,100,000 |
| Revenue per employee | $4,700,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $45,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees
Employees by Department
Yerba Buena Financial Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Yerba Buena Financial Partners has never raised funding before.
Yerba Buena Financial Partners Tech Stack
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