Kevin Young
CFP®,MBA, EA
Young Wealth Management
Owner
Kevin Young
CFP®,MBA, EA
Young Wealth Management
Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Young, CFP®,MBA, EA
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
Kevin Young is a Davis and Sacramento area fee-only financial planner. Young Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Young is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Kevin Young is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kevin Young is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Kevin Young is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Kevin Young
Office Locations:
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502 Mace Blvd. Suite #5
Davis, CA 95618