Tim Connolly
Financial Planner at YeskeBuie
- Role
- Financial Planner at Yeskebuie
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner
Jul 2025 — Present · San Francisco, CA, US
Lead select client meetings and support senior planners in most others, managing preparation, analysis, and follow-up for portfolio reviews, retirement planning, and cash flow modeling- Coordinate with CPAs and estate attorneys to integrate tax and legal strategies into comprehensive financial plans- Contribute to firm-wide investment research- Support the firm’s internship program by mentoring individual interns and assisting with program design and implementation.
Education
Kenyon College
Bachelor’s Degree, Economics
Golden Gate University
Graduate Certificate in Financial Planning
Skills
- Microsoft Excel
- Economics
- Microsoft Office
- Microsoft Word
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