YeskeBuie Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

YeskeBuie is a registered investment advisor providing investment advisory and related financial planning services to clients nationwide. The firm bases its guidance on empirically validated theory and emphasizes clear, direct communication to help clients clarify their financial situation in a complex landscape. Its approach balances theory with practical wisdom to support individuals on their personal financial journeys.

Based in San Francisco, California, the company serves a national client base as a small- to mid-sized advisory practice and maintains required registrations and licenses across the states in which it operates. In November 2024, YeskeBuie announced the promotion of Cristin Etheredge to Director of Compliance and Technology, reflecting enhanced governance and operational leadership.

Find YeskeBuie employees' phone numbers or email addresses

YeskeBuie Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Asia
1

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  • India
    1

YeskeBuie's Leadership

  • Stylized image of a person
    Y. A.
    Chief Investment Officer | Partner
    Phone icon
  • Stylized image of a person
    L. M.
    C3o
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  • Stylized image of a person
    C. E.
    Director Of Technology And Compliance
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  • Stylized image of a person
    C. Y.
    Managing Director
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  • Stylized image of a person
    C. S.
    Operations Manager
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  • Stylized image of a person
    K. S.
    Apprentice Financial Planner
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  • Stylized image of a person
    R. K.
    Financial Planner
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  • Stylized image of a person
    K. F.
    Financial Planner
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YeskeBuie Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Other
  • Support
  • Information Technology
  • Banking
  • Business
  • Accounting
  • Branding

Contact profiles from YeskeBuie

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    Y. A.
    Chief Investment Officer | Partner
    Phone icon
    United StatesVirginia
    May 31, 2026
  • Stylized image of a person
    L. M.
    C3o
    Phone icon
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    C. E.
    Director Of Technology And Compliance
    Phone icon
    United StatesVirginia
    Apr 09, 2026
  • Stylized image of a person
    C. Y.
    Managing Director
    Phone icon
    UNITED STATES
    May 21, 2025
  • Stylized image of a person
    C. S.
    Operations Manager
    Phone icon
    United StatesVirginia
    Jun 05, 2025
  • Stylized image of a person
    K. S.
    Apprentice Financial Planner
    Phone icon
    United StatesSouth Carolina
    Apr 15, 2026
  • Stylized image of a person
    R. K.
    Financial Planner
    Phone icon
    United StatesVirginia
    Apr 09, 2026
  • Stylized image of a person
    K. F.
    Financial Planner
    Phone icon
    United States
    Apr 16, 2026
  • Stylized image of a person
    H. B.
    Operations Specialist
    Phone icon
    May 30, 2026
  • Stylized image of a person
    T. L.
    Communications Support Specialist
    Phone icon
    United StatesNew Jersey
    Apr 09, 2026

Frequently Asked Questions

What is YeskeBuie known for?

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YeskeBuie was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 220 Montgomery Street Suite 900 San Francisco, California 94104 United States; you can contact the main corporate office by phone at . Explore YeskeBuie's company overview page for more information.

What is YeskeBuie's most common email format?

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YeskeBuie employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more YeskeBuie email formats with LeadIQ.

How many employees does YeskeBuie have currently?

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YeskeBuie has approximately 23 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are YeskeBuie's key employees and leadership?

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As of May 2026, YeskeBuie's key employees include:

  • Chief Investment Officer | Partner: Y. A.
  • C3o: L. M.
  • Director Of Technology And Compliance: C. E.
  • Managing Director: C. Y.
  • Operations Manager: C. S.

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