Kevin Young
CFP®, EA, MBA
Young Wealth Management
Owner
Kevin Young
CFP®, EA, MBA
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®, EA, MBA
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
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
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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