Kevin M. Young MBA, EA, CFP® is founder and Principal Financial Planner at Young Wealth Management. Prior to establishing the firm Kevin worked in various leadership positions within the biotechnology industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an Enrolled Agent and a State Registered Investment Advisor (RIA). He received his Masters, Business Administration degree, with an emphasis in Financial Planning, from California Lutheran University. Kevin co-authored the 2010 PassKey EA Review Complete: Individuals, Businesses and Representation: IRS Enrolled Agent Exam Study Guide. Since 2006 Kevin has served as an Advisory Board Member for Horseshoe Management, Inc.
Jean Yamamoto, MBA, MSW, is the newest member of the Young Wealth Management team. Jean worked in municipal finance at UBS Financial Services and nonprofit finance at the Nonprofit Finance Fund. She currently serves as a volunteer board member of the Davis Korean School and Peregrine School. She holds a BA in English Literature from Swarthmore College, an MSW from the University of Pennsylvania, and an MBA from Columbia Business School. Jean recently returned to work after spending over ten years as a stay at home mother to her three boys.
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. Our fees are outlined in detail in our firm's ADV brochure.
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?
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.