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Dave Yeske
Dave Yeske is an Americans, American financial planner, researcher, and educator. He is particularly known for his research and writing in the areas of Policy-Based Financial Planning and Strategy-Making by financial planners. Yeske is co-founder and a managing director of Yeske Buie, a wealth management firm; a past national president of the Financial Planning Association; and currently holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business where he served as director of the school's financial planning degree program from 2014 to 2023. Career Yeske earned a B.S. in Applied Economics and an M.A. in Economics from the University of San Francisco, as well as a Doctor of Business Administration (DBA) degree from Golden Gate University. A summary of the findings from his doctoral dissertation, "Finding the Planning in Financial Planning: An Integrative Framework for Strategy Making by Financial Planners,"Yeske, David B., Finding th ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Albany, California
Albany ( ) is a city on the east shore of San Francisco Bay in northwestern Alameda County, California. The population was 20,271 at the 2020 census. History In 1908, a group of local women protested the dumping of Berkeley garbage in their community. Armed with two shotguns and a twenty-two-caliber rifle, they confronted the drivers of the wagons near what is now the corner of San Pablo Avenue and Buchanan Street. The women told the drivers of the horse-drawn garbage wagons to go home, which they did quickly and without complaint. Shortly thereafter, the residents of the town voted to incorporate as the City of Ocean View. In 1909, voters changed the name of the city, primarily to distinguish the city from the adjacent section of Berkeley which had previously been named Ocean View. On a vote of 38 to 6 the city was renamed in honor of Albany, New York, the birthplace of the city's first mayor, Frank Roberts. Albany has a history of real estate discrimination, which made ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
International Organization For Standardization
The International Organization for Standardization (ISO ) is an international standard development organization composed of representatives from the national standards organizations of member countries. Membership requirements are given in Article 3 of the ISO Statutes. ISO was founded on 23 February 1947, and (as of November 2022) it has published over 24,500 international standards covering almost all aspects of technology and manufacturing. It has 809 Technical committees and sub committees to take care of standards development. The organization develops and publishes standardization in all technical and nontechnical fields other than electrical and electronic engineering, which is handled by the IEC.Editors of Encyclopedia Britannica. 3 June 2021.International Organization for Standardization" ''Encyclopedia Britannica''. Retrieved 2022-04-26. It is headquartered in Geneva, Switzerland, and works in 167 countries . The three official languages of the ISO are English, Fren ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Golden Gate University Alumni
Golden means made of, or relating to gold. Golden may also refer to: Places United Kingdom *Golden, in the parish of Probus, Cornwall *Golden Cap, Dorset *Golden Square, Soho, London *Golden Valley, a valley on the River Frome in Gloucestershire *Golden Valley, Herefordshire United States *Golden, Colorado, a town West of Denver, county seat of Jefferson County *Golden, Idaho, an unincorporated community *Golden, Illinois, a village *Golden Township, Michigan *Golden, Mississippi, a village *Golden City, Missouri, a city *Golden, Missouri, an unincorporated community *Golden, Nebraska, ghost town in Burt County * Golden Township, Holt County, Nebraska *Golden, New Mexico, a sparsely populated ghost town *Golden, Oregon, an abandoned mining town *Golden, Texas, an unincorporated community *Golden, Utah, a ghost town * Golden, Marshall County, West Virginia, an unincorporated community Elsewhere *Golden, County Tipperary, Ireland, a village on the River Suir *Golden Vale, Munster ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
University Of San Francisco Alumni
A university () is an institution of higher (or tertiary) education and research which awards academic degrees in several academic disciplines. Universities typically offer both undergraduate and postgraduate programs. In the United States, the designation is reserved for colleges that have a graduate school. The word ''university'' is derived from the Latin ''universitas magistrorum et scholarium'', which roughly means "community of teachers and scholars". The first universities were created in Europe by Catholic Church monks. The University of Bologna (''Università di Bologna''), founded in 1088, is the first university in the sense of: *Being a high degree-awarding institute. *Having independence from the ecclesiastic schools, although conducted by both clergy and non-clergy. *Using the word ''universitas'' (which was coined at its foundation). *Issuing secular and non-secular degrees: grammar, rhetoric, logic, theology, canon law, notarial law.Hunt Janin: "The university ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Businesspeople From San Francisco
A businessperson, businessman, or businesswoman is an individual who has founded, owns, or holds shares in (including as an angel investor) a private-sector company. A businessperson undertakes activities (commercial or industrial) for the purpose of generating cash flow, sales, and revenue by using a combination of human, financial, intellectual, and physical capital with a view to fueling economic development and growth. History Prehistoric period: Traders Since a "businessman" can mean anyone in industry or commerce, businesspeople have existed as long as industry and commerce have existed. "Commerce" can simply mean "trade", and trade has existed through all of recorded history. The first businesspeople in human history were traders or merchants. Medieval period: Rise of the merchant class Merchants emerged as a "class" in medieval Italy (compare, for example, the Vaishya, the traditional merchant caste in Indian society). Between 1300 and 1500, modern accountin ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Living People
Related categories * :Year of birth missing (living people) / :Year of birth unknown * :Date of birth missing (living people) / :Date of birth unknown * :Place of birth missing (living people) / :Place of birth unknown * :Year of death missing / :Year of death unknown * :Date of death missing / :Date of death unknown * :Place of death missing / :Place of death unknown * :Missing middle or first names See also * :Dead people * :Template:L, which generates this category or death years, and birth year and sort keys. : {{DEFAULTSORT:Living people 21st-century people People by status ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Planners
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: * integrate into the range of professional services (eg: lawyer, accountant); or * integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or * not be integrated into other products or services, providing stand alone financial planning. Scope Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following: * Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques * Investment and planning issues: planning, creating and managing capital accumulation ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Certified Financial Planner Board Of Standards
Certified Financial Planner Board of Standards, Inc. (CFP Board) is an American 501(c)(3) certifying and standards-setting organization that administers the Certified Financial Planner certification program and oversees more than 89,000 professionals using the CFP® certification in the United States. CFP Board History CFP Board was founded in 1985 as a non-profit organization that has been granted 501(c)(3) status by the Internal Revenue Service, and thus operates within limitations that prevent it from engaging in aggressive lobbying activities. CFP certification worldwide In 1990, CFP Board established the International CFP Council. In 2004, the board established the Financial Planning Standards Board (FPSB), A nonprofit, international standards-setting body, FPSB manages, develops and operates certification, education and related programs for financial planning organizations so that they may benefit and protect the global community by establishing, upholding and promoting ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Unum
Unum Group is an American insurance company headquartered in Chattanooga, Tennessee. Founded as Union Mutual in 1848 and known as UnumProvident from 1999-2007, the company is part of the Fortune 500. Unum Group was created by the 1999 merger of Unum Corporation and The Provident Companies and comprises four distinct businesses Unum US, Unum UK, Unum Poland and Colonial Life. Its underwriting insurers include The Paul Revere Life Insurance Company and Provident Life and Accident Insurance Company. Unum is the top disability insurer in both the United States and United Kingdom and also offers other insurance products including accident, critical illness and life insurance. As of December 2016, Unum had 9,400 full-time employees and annual revenues of $11.047 billion. Richard McKenney has led Unum as its CEO since April 1, 2015. History Founding as Unum corporation Union Mutual Life Insurance was incorporated in 1848 in Maine. The company issued its first policy, which covered ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Golden Gate University
Golden Gate University (GGU or Golden Gate) is a private university in San Francisco, California. Founded in 1901, GGU specializes in educating professionals through its schools of law, business, taxation, and accounting. The university offers six undergraduate degrees with 11 concentrations and 15 graduate degrees with 24 concentrations. History The university evolved out of the literary reading groups of the ''San Francisco Central YMCA'' at a time when, according to one contemporary estimate, only one of every two thousand men had a college education. GGU shares its YMCA roots with a number of other U.S. universities, including Bentley University, Capital University Law School, Michigan State University College of Law, Northeastern University (Boston, Massachusetts), Northern Kentucky University Salmon P. Chase College of Law, Roosevelt University, South Texas College of Law, University of Toledo College of Law, Western New England University, and Youngstown State University ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Pacific Exchange
The Pacific Exchange was a regional stock exchange in California, from 1956 to 2006. Its main exchange floor and building were in San Francisco, California, with a branch building in Los Angeles, California. In 1882, the San Francisco Stock and Bond Exchange was founded; and in 1899 the Los Angeles Oil Exchange was founded. In 1956, these two exchanges merged to create the Pacific Coast Stock Exchange, with trading floors maintained in both cities. In 1973, it was renamed the Pacific Stock Exchange. The Pacific Exchange was bought by Archipelago Holdings in 2005, which merged with the New York Stock Exchange in 2006. Pacific Exchange equities and options trading now take place exclusively through the NYSE Arca platform. History Two separate exchanges were founded; the San Francisco Stock and Bond Exchange in 1882 and the Los Angeles Oil Exchange in 1899. In 1956, they merged to create the Pacific Coast Stock Exchange, though separate trading floors were maintained in both citi ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Certified Financial Planner
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States. The certification is generally viewed as the gold standard designation in the financial planning industry. The certification is not a government designation, nor an accredited degree, but is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which was founded in 1985 as a 501(c)(3) non-profit organization. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
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