Elissa P. Buie
YESKE BUIE | FOUNDER | CEO
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 1157877
Professional summary
Elissa Pauline Buie, CFP®, who also goes by Elissa Buie Grove, Elissa Pauline Grove, is a registered financial advisor currently at YESKE BUIE INC. located in San Francisco, California.
Elissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Elissa has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Biography
Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983.
Elissa is a past Chair of the Foundation for Financial Planning and the Financial Planning Association (FPA). Elissa is also a Dean for the FPA’s Residency Program.
Elissa has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014*. In 2015, Elissa was listed on InvestmentNews’ inaugural Women to Watch list and in 2019, was selected as the recipient of Alexandra Armstrong Lifetime Achievement Award as part of InvestmentNew’s Women to Watch initiative*.
Elissa has appeared on The Today Show, CNBC, CNNfn, NBC News and McLaughlin One-on-One. She has been quoted in national media including The Washington Post, Time and Businessweek magazines. In 2019, Elissa was recognized by InvestmentNews as one of the most influential people in helping to shape the financial planning profession*.
Elissa’s significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for Financial Planning were highlighted as she received the award. In 2017, Elissa was awarded the Lifetime Achievement award from the Financial Planning Association’s National Capital Area chapter.
Elissa’s article, “To Feel . . . Like a CFP”, was published in July 2000 in The Journal of Financial Planning (JFP). Her article, co-authored with Dr. Dave Yeske, CFP, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, was published in the July 2006 issue of the JFP, where their most recent collaboration, “Evidence-Based Financial Planning: To Learn . . . Like a CFP®” also appeared in November, 2011. Elissa contributed 17 chapters to the CFP Board’s first-of-its-kind Financial Planning Competency Handbook, published by John Wiley & Sons.
In October 2013, Elissa was awarded the prestigious P. Kemp Fain, Jr. Award*, the Financial Planning profession’s lifetime achievement award.
Elissa’s significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for Financial Planning were highlighted as she received the award. In 2017, Elissa was awarded the Lifetime Achievement award from the Financial Planning Association’s National Capital Area chapter.
Elissa holds an appointment as Distinguished Adjunct Professor at the Ageno School of Business, Golden Gate University, where she and Dave co-teach the capstone Cases in Financial Planning course.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Income Management
Life Transitions
Retirement Planning
Estate Planning
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Retirement
Life Planning
Sudden Wealth
Are you a "fiduciary"?
Yes
Aliases
Elissa Buie Grove | Elissa Pauline Grove
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elissa Pauline Buie's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
October 25, 2007 - Present
YESKE BUIE INC.
Office #1: 220 Montgomery Street Suite 1060, San Francisco, CA 94104RIA
CRD#: 143234
San Francisco, CA
Past
August 16, 1993 - November 21, 2008
FINANCIAL PLANNING GROUP, INC.
RIA
CRD#: 109895
FALLS CHURCH, VA
Past
October 12, 1988 - December 31, 1999
CAPITOL SECURITIES MANAGEMENT, INC.
BD
CRD#: 14169
GLEN ALLEN, VA
Past
September 18, 1985 - October 28, 1988
HERITAGE FINANCIAL INVESTMENTS CORPORATION
BD
CRD#: 15767
Past
November 22, 1983 - September 27, 1985
FIRST CHESAPEAKE SECURITIES CORPORATION
BD
CRD#: 10517
Past
July 20, 1983 - November 1, 1983
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/15/2020)
IAR
Virginia(11/24/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
301 Maple Avenue West Suite 600, Vienna, VA 22180
Mailing Address
Phone number
(800) 772-1887
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 925,924,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/16/2025 | ||
| 01/22/2025 | ||
| 06/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
