Kevin M. Young MBA, EA, CFP® is the founder and Principal Financial Planner at Young Wealth Management. Before founding Young Wealth Management, Kevin worked in various leadership positions within the biotechnology industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Enrolled Agent and a State Registered Investment Advisor (RIA). He received his Masters, Business Administration with an emphasis in Financial Planning degree from California Lutheran University.
Sabine Nooteboom, Planning Assistant received her B.S. degrees in Microbiology and in Food Science from the University of Oregon. Sabine has worked for many years as a staff research associate at the Veterinary Genetics Laboratory, UC Davis. Sabine is a CERTIFIED FINANCIAL PLANNER™ candidate and also an IRS Registered Tax Return Preparer. Sabine’s main areas of interest include retirement planning, long-term care planning, and multi-generational financial planning. As the volunteer regional coordinator for Yolo County for HICAP Services of California, a non-profit organization that helps people resolve issues with Medicare through counseling, advocacy, and advice, she is very familiar with the resources available to help clients with their health insurance and long-term care needs.
Tami Bond, Office Administrator Received her B.S. Degree in Finance from Arizona State University. Tami has worked for over 20 years in the Mortgage and Financial Service industry.
When you work with us, you can expect:
Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. You can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
The highest professional standards. We are committed to NAPFA’s Fiduciary Oath and Code of Ethics —http://www.napfa.org/about/FiduciaryOath.asp your assurance of receiving the ethical and professional treatment you deserve.
Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.