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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
Worthington, Ohio 43085
Copyright © Kimberly Young - Young Wealth Management. All rights reserved.
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