Yerba Buena Financial Partners Email Format
Financial ServicesCalifornia, United States2-10 Employees
Yerba Buena Financial Partners is a private wealth management firm that offers independent, boutique-style services aimed at growing and protecting clients’ wealth. Based in the San Rafael area of California, it serves individuals, businesses, and non-profits, focusing on helping them navigate market volatility and pursue financial stability. It employs a three-component, integrative approach to wealth management intended to create order amid a fast-moving global economy. Securities and advisory services are provided through LPL Financial, a registered investment adviser and member of SIPC. It also notes that third-party posts on its profile do not reflect LPL Financial's views and directs readers to its website for information on the states where it is authorized to operate.