Kevin M. Young

Kevin M. Young

| CFP®, EA, MBA

Young Wealth Management

(916) 418-0375

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Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Insurance Analysis
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Middle Income Client Needs
  • Tax Planning and Preparation

Website

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3814 Auburn Blvd.
Suite #70
Sacramento, CA 95821

502 Mace Blvd. Suite #5
Davis, CA 95618

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Kevin Young is a Sacramento and Davis, CA Fee-Only Financial Planner serving the entire area. Young Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kevin Young is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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.

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Our Services:

Comprehensive Financial Planning
Personal financial planning for individuals and families generally includes six main categories:

Risk Management
Tax Planning
Investment Management
Education Planning
Retirement Planning

 

Tax Preparation and Planning including:

Personal Income Tax Returns
We offer income tax preparation services, a review of prior years? income tax returns, and advanced tax planning to minimize future income tax liability, as well as advice on the tax effects of proposed financial transactions.

Estate & Trust Tax Preparation
We can guide you through the complex process of getting your financial affairs in order following the death of a loved one. We will work closely with other professionals, including estate planning attorneys and financial advisors of the deceased, to wind up the estate and distribute assets to heirs as quickly as possible. Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of assets.

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