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.
Sabine Nooteboom, CFP® received her B.S. degrees in Microbiology and in Food Science from Oregon State University. Sabine worked for 25 years as a staff research associate at the Veterinary Genetics Laboratory, UC Davis prior to joining Young Wealth Management in 2012. Sabine is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CTEC-registered tax preparer, and a California-licensed life and health insurance agent. Sabine’s main areas of interest include retirement planning, long-term care planning, and multi-generational financial planning. She volunteered for many years as a counselor in 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.
When you work with us, you can expect:
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.
Young Wealth Management is based in Davis, California. We work with clients in the greater Sacramento area and throughout California to provide comprehensive financial planning and tax-related services.
We offer an initial consultation at no charge to determine how we can best serve you. If you would like more information, please call our office or fill out this form and let us know how we can assist you.
Thank you for contacting our firm. We look forward to working with you!