Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske

Dave Yeske is the co-founder of Yeske Buie, an independent RIA based out of San Francisco that oversees $740 million of assets under management for more than 300 affluent clients. Dave has successfully blended together academic financial planning research with the practice of financial planning to culminate in an evidence- and policy-based financial planning approach that sets clients up with the confidence to handle any number of future scenarios with ease.

Listen in as Dave shares in detail how his firm applies evidence-based planning and how this approach helps to reduce client stress during market volatility. He will also discuss why it’s important to be ready to adapt to change instead of trying to predict the future, where his passion for academic research came from (and how he applies it to financial planning), and why he was motivated to create what may have been the very first financial planning client portal ever.

For show notes and more visit: https://www.kitces.com/213