YeskeBuie, 220 Montgomery Street, San Francisco, CA (2026)

10/23/2026

Some foundations are set in (Hokie) stone! Yusuf and Will returned to their alma mater this month to help build the next generation of planners.

Their trip to Blacksburg brought them back to Virginia Tech's Pamplin College of Business (where their own financial planning careers began). This time, they stood in front of the class, presenting to students and getting to know the planners of tomorrow. Yusuf talked about his path from intern to C3O and how his role has changed over the years. Will shared more about his experiences as a young professional transitioning from being a student to working full-time, and shared insights about what students might experience after graduation while pursuing their own careers.

The curiosity and ambition in the room remind us that the future of our profession is in good hands. Giving Big to the students who will one day serve Clients of their own strengthens our profession and brings fresh energy back to our team. YeskeBuie is grateful to Pamplin Plus for the warm welcome. (And, as always, go Hokies!)

10/22/2026

Stay calm and invest on! We can’t predict the future, but uncertainty can lead to opportunity. David Booth, Founder and Chairman at Dimensional Fund Advisors, explores that idea in his new book, “Stay Calm: Learn to Embrace Uncertainty in Investing and Life.”

As a strategic partner of Dimensional, YeskeBuie had the opportunity to send Yusuf, Kacie, Ryan, and Will to a Fireside Chat with David, an intimate conversation about finances and relationships. The team came away with plenty of notes and even more to discuss back at the office.

David noted that investing is complex and uncertain, and so is life. We can’t eliminate uncertainty, he explained, because uncertainty is what creates space for adaptation. That message pairs wonderfully with our belief that humans are growth-seeking and resilient, a belief that informs how we design our portfolios and one reflected in the way Dimensional builds and manages its funds.

The conversation reinforced why our strategic partnership with Dimensional matters so much. Our team found it gratifying to see how much of David’s philosophy already guides the way we serve our Clients, and to bring home fresh insights, too.

10/19/2026

What happens in Vegas… comes back to the office in the form of fresh ideas.

Yusuf joined more than a thousand leaders from across the financial planning profession at CFP Board’s Connections Conference in Las Vegas earlier this month. He spent his time in sessions on behavioral finance, data security, and innovative planning practices; met with the CFP Board team; and joined a talent development session on how firms can attract, grow, and retain the next generation of planners.

One theme ran through many of the conversations: AI is changing how people search for answers, including answers about their money. Yusuf’s biggest takeaway was that as information gets easier to find, the things people can’t find on their own, like perspective, thoughtful advice, and a relationship built on trust, matter more than ever.

Gatherings like Connections strengthen the profession and the people building it. Yusuf started putting what he learned to work the moment he walked back into the office, and those ideas are already shaping how we grow as a team and how we’ll serve our Clients for decades to come.

10/16/2026

There are 18 days until Election Day, and the headlines are only going to get louder. Once the results are in, the real conversation turns to the questions that matter most for your plan, like how markets may respond and which policies could change.

C3Os Yusuf Abugideiri and Lauren Stansell will tackle these questions and more in our live webinar, “The Votes Are In: Now What?” on Tuesday, November 10 at 11am PT | 2pm ET. They’ll cover what the results may mean for your portfolio, the tax planning moves worth making before December 31, and what belongs on your radar heading into January.
The election is just one chapter in a busy year. Save your spot to hear how our team is connecting the dots between what’s happened, what’s ahead, and what it means for you: https://events.zoom.us/ev/AosjDjsRNjVUiE-Owne7DGpPOnV-4d8I5wVj_UIK191JAnExIynj~AhTlZRg8-mb4i62BDPrpiGzmDBsT869GDVbzm7cE14ooO-ZgSMM_lk-Ofw

10/15/2026

No one person can have all the answers, but a backyard full of curious financial planners gets everyone a little closer!

C3O Lauren Stansell is a member of the Standard Deviants, a study group of Bay Area financial planning business owners, who recently gathered for their annual barbecue. Members fire up the grill and bring apps, sides, and agendas full of questions that turn into hours of fantastic conversation. The group spans many stages of firm ownership, so each person brings a different kind of insight and experience to the (picnic) table.

This year’s conversations covered Medicare and long-term care planning, AI tools, team development, and succession planning. The topics change from meeting to meeting, but the group’s shared values hold steady: Clients come first, great advice requires constant learning, and the next generation of planners deserves real support.

We love Learning Big alongside friends who share our passion for this profession because it makes us better for our Clients and our team.

10/14/2026

The people who serve our Clients shape every part of their experience, so we take great care in choosing who joins our team.

Last week, Kacie and Will attended FPA National Capital Area’s 13th Annual Career Day at George Mason University for a full day of back-to-back interviews with aspiring planners. Our team reviewed applications before the event and chose the candidates we were most eager to meet, so every conversation could go beyond the résumé to what draws someone to this work and how they might grow with us.

Career Day is often where we meet our next intern, and we look for someone who will learn from our team as much as they contribute to it. Choosing thoughtfully today means a stronger culture and better service for our Clients for years to come.

10/13/2026

Learn Big isn’t just something we say at YeskeBuie, it’s something our team lives. Three of our teammates are taking post-graduate courses this semester while balancing full-time work and full lives, driven by a desire to better serve our Clients and to keep growing as professionals and as people.

Gavin is digging into sampling methods, data analysis, confidence intervals, and how data can inform real-world decisions in his Statistics course.

Kacie is finding it rewarding to see Dave and Elissa’s influence on the profession in her Intro to Financial Life Planning class, especially as she connects what she’s learning in theory to her day-to-day work with Clients.

And Sydney is learning how families can thoughtfully pass along assets to the people and causes they hold near and dear in her most recent class, Estate and Gift Taxation, which explores how those transfers are taxed during life and at death.

Their curiosity becomes your advantage, and we’re grateful to Sydney, Kacie, and Gavin for everything they bring back to the team.

10/07/2026

Financial advice is helpful; financial planning is magic. Magic happens through discovery meetings, genuine curiosity, active listening, and forming deep connections with Clients and others in the profession. CFP® practitioners listen to and look at the whole picture because the operating instructions for your financial plan come from your heart and soul, not from the numbers.

Your most valuable resource is time and having a comprehensive financial plan and a deep relationship with your financial planning team allows you the freedom to spend your time pursuing your Live Big® life.

This World Financial Planning Day, we’re celebrating the humanity that drives the profession – the Clients all planners have the privilege of serving, along with those who have come before us and guided the profession to where it is today.

10/06/2026

As more aspects of life move online, protecting your financial future starts with protecting your information.

October is Cybersecurity Awareness Month, and helping you safeguard your data is a responsibility we take seriously. Check out these action items and choose one to implement today to help preserve your digital identity moving forward:

1. Turn on multi-factor authentication everywhere it's available.
2. Use strong and unique passwords (via a secure password manager, ideally).
3. Pause before clicking links in unexpected emails or texts (or never click them to be safe — go directly to the website URL yourself, log in, verify if the request is real).
4. If you ever receive a request to move money that feels urgent or unusual, call us directly to help you verify its validity (we will always be glad you did!).

Throughout the month, we’d encourage you to dig deeper and discover how you can increase your online security in a way that matches your digital footprint: https://yebu.com/category/cybersecurity

While you're doing your part to lock things down, our team is doing the same on our end. We stay sharp through quarterly trainings, safe phishing tests, and cybersecurity webinars and programs (including a few we've hosted!), all so you can rest assured your information is well protected.

10/01/2026

From chanting “H-O-K-I-E-S, Hokies!” at football games to championing CFP® Professionals (all together now: “C-F-P!”), the journey that begins on campus can lead to a lifelong calling.

A handful of YeskeBuie’s Hokies — Yusuf Abugideiri, CFP®, Kacie Fawls, CFP®, and Will Tracy, CFP® — recently connected with other alumni, faculty, and students at the Virginia Tech Financial Planning Program happy hour event in Fairfax, Virginia. They discussed the impact of the program, offered expert insights in support of the program’s growth, and learned more about scholarship opportunities for current students.

Living out “Ut Prosim” and investing social capital in the educational pathways that once shaped us is one more way our planners help prepare the next generation to enter the profession.

YeskeBuie

10/23/2026

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