Dave Yeske

Golden Gate University - Ageno School of Business

Director, Financial Planning Program

536 Mission Street

Room 4332

San Francisco, CA 94105

United States

http://www.yebu.com/about/dr-dave/

  • Golden Gate University - Ageno School of Business

    • Email
    • Tel: 415-442-6524
SCHOLARLY PAPERS

8

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Scholarly Papers (8)

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1.

Finding the Planning in Financial Planning: An Integrative Framework for Strategy-Making by Financial Planners

Number of pages: 105 Posted: 11 May 2010 Last Revised: 19 Jul 2010
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 717 (57,882)

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dissertation, strategy, planning, financial planning, personal finance, financial advice, financial advisors, client trust, relationship commitment, relationship marketing, marketing

2.

Evidence-Based Financial Planning: To Learn . . . Like a CFP

Journal of Financial Planning, p. 38, November, 2011
Number of pages: 7 Posted: 08 Jul 2011 Last Revised: 11 Nov 2011
Elissa Buie and Dave Yeske
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business
Downloads 548 (81,574)

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financial planning, learned profession, science, scientific method

3.

Finding the Planning in Financial Planning

The Journal of Financial Planning, p. 40, September 2010
Number of pages: 13 Posted: 23 May 2010 Last Revised: 22 Jan 2012
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 530 (85,005)

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strategy, planning, financial planning, policies, policy-based financial planning, personal finance, financial advice, financial advisors, client trust, relationship commitment, relationship marketing, marketing

4.

Policy-Based Financial Planning Provides Touchstone in a Turbulent World

The Journal of Financial Planning, p. 50, July 2006
Number of pages: 7 Posted: 13 Jun 2010
Elissa Buie and Dave Yeske
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business
Downloads 451 (103,242)

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Policy, Policy-Based Financial Planning, Financial Planning, Policies, Strategy, Strategies, Personal Finance

5.

Policy-Based Financial Planning as Decision Architecture

Journal of Financial Planning 27 (12) 38-45, 2014
Number of pages: 8 Posted: 06 Dec 2014 Last Revised: 11 Jan 2015
Dave Yeske and Elissa Buie
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business
Downloads 432 (108,693)

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Behavioral Finance, Behavioural Finance, Behavioral Economics, Overconfidence, Financial Cognitive Dissonance, Regret Theory, Prospect Theory, Undergraduate, Graduate, Education, Students, financial planning, policies, policy-based, personal finance, behavioral finance, personal financial planning

6.

A Concise History of the Financial Planning Profession

Yeske, Dave; A Concise History of the Financial Planning Profession; Journal of Financial Planning; September 2016; Vol. 29 No. 11; pp 10-13
Number of pages: 4 Posted: 15 Mar 2017
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 259 (189,073)

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financial planning, personal finance, family and consumer sciences, education

7.

Chapter 15: Psychological Aspect of Financial Planning

Financial Behavior: Players, Services, Products, and Markets. H. Kent Baker, Greg Filbeck, and Victor Ricciardi, editors, 265-284, New York, NY: Oxford University Press, 2017.
Posted: 08 Jun 2017
Dave Yeske and Elissa Buie
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business

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behavioral finance, behavioural finance, financial planning, integrated strategies, heuristics, mental biases

8.

Chapter 11: Policy-Based Financial Planning: Decision Rules for a Changing World

Investor Behavior: The Psychology of Financial Planning and Investing. H. Kent Baker and Victor Ricciardi, editors, 191-208, Hoboken, NJ: John Wiley & Sons, Inc., 2014
Posted: 14 Feb 2014
Dave Yeske and Elissa Buie
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business

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behavioral finance, choice architecture, decision architecture, policy, policy-based financial planning, financial planning, policies, strategy, strategies, personal finance

Other Papers (1)

Total Downloads: 115
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1.

Financial Planner as Strategist (Powerpoint Presentation)

Number of pages: 36 Posted: 27 May 2011
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 115

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Financial Planning Strategy Modes, FPSM, Change Agent, Yeske