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kimberly J. Young, cfp®

CEO and Founder of Young Wealth Management, Kimberly Young, is a graduate of the University of Toledo, where she earned a bachelor’s degree in Finance with a minor in Management. She is an Investment Advisor Representative, a licensed insurance agent, and a CERTIFIED FINANCIAL PLANNER™. Kimberly has studied extensively in the areas of investments, insurance, retirement, budgeting, taxes, and estate planning to earn her designation as a CERTIFIED FINANCIAL PLANNER™ practitioner, allowing her to provide comprehensive financial plans for her clients. She also has achieved National Social Security Advisor certification from the National Social Security Association, LLC. This has given her extra training and knowledge on Social Security benefits, so that she is able to better guide her clients on choosing the benefit option that is best for their individual situation.


Kimberly provides each of her clients with a unique plan and strategy, so that they can feel confident in the direction their future is heading. Her responsibilities to achieve this include developing, servicing and delivering financial planning to clients; researching investment and financial offerings; developing client event presentations; meeting with clients to discuss investment strategies; and ensuring that clients feel secure and stress-free regarding their finances as they approach and experience their retirement years.


Kimberly kicked off her career as a financial planner with McIntire Retirement Services based out of Perrysburg, Ohio where she continues to service her clients from that area. Young Wealth Management and McIntire Retirement Services continue to have a cohesive relationship, so that they are able to serve their clients in the best way possible.

6641 N. High Street

Suite 2​00

Worthington, Ohio 43085

Affiliations:

Copyright ©  Kimberly Young - Young Wealth Management. All rights reserved.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. 

The National Social Security Advisor (NSAA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/. 

Phone: 614-430-8383

​Fax: 614-424-8372

Email: kimberly@young-wm.com


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National Social Security Advisors