Contact
New York NY, 10018
212-625-1200
Kevin Young, CFP®
Sr. Advisor
“In 2015 I was working as a fixed income salesperson on a trading desk and I realized I wanted to have more of an impact on individuals and families, as opposed to working with large institutions. I joined a hybrid insurance/broker-dealer and began working with young families and individuals who believed that a good financial plan is the most important aspect of personal finance. After years of listening to Animal Spirits and reading/listening to Josh and Barry, I decided to reach out and see if the firm might be a fit for me and my clients; thankfully, it was a resounding yes!”
“I love helping people solve complex financial planning problems with clarity and expertise. Giving clients confidence in their plan and allowing them to truly enjoy their money is extremely rewarding.”
“My wife Amy and I live in Rhode Island with our children, Jack, Emma and Tucker. When I’m not working, I can be found on the golf course, the beach or cheering on my kids at their activities.”
20+ Years
BA in History, Roanoke College. CERTIFIED FINANCIAL PLANNER®
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