Founded in 2003, Yerba Buena Financial Partners, LLC provides conflict-free holistic financial planning to its select clientele. Andrew Zittell and Bruce Frankel have succeeded in creating a unique client experience in the financial services industry. Their complimentary skills and experience come together for the benefit of their physician clients such as Dr. Gervacio Diaz (this month’s featured Physician). Along with their team of excellent support professionals they deliver boutique concierge service with the sophisticated institutional solutions clients require - all in a fee-based needs approach.

In our financial planning practice we meet successful professionals from every industry and niche you can think of, but we find medical professionals have special needs in their planning that are commonly overlooked... read the article "It's a One-Two Punch" by Bruce Frankel, MBA, CFP®

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