Kevin Young

CFP®, EA, MBA

Young Wealth Management

Financial Advisor

Kevin Young

CFP®, EA, MBA

Young Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Young, CFP®, EA, MBA

(916) 418-0375

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

Kevin Young is a Sacramento, CA 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 the country’s 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

 

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.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Young is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Kevin Young is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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

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Office Locations:

  • 3814 Auburn Blvd.
    Suite #70
    Sacramento, CA 95821
  • 502 Mace Blvd. Suite #5
    Davis, CA 95618

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