Young Wealth Management
Young Wealth Management is dedicated to providing clients with a high level of education and service as well as unique financial strategies for every phase of life. Our primary focus is retirement planning in the Columbus, Ohio, area.
Meet Kimberly J. (Young) Wells, CFP®
Kimberly J. (Young) Wells, CFP®, is an Investment Adviser Representative and the founder and CEO of Young Wealth Management. She has nearly 10 years of experience in the insurance and annuity industry and is a Certified Financial Planner™. Kimberly also earned her NSSA® National Social Security Advisor Certificate.
Kimberly graduated summa cum laude from the University of Toledo with a Bachelor of Business Administration degree, majoring in finance with a minor in management. She has passed the Series 65 securities exam and is licensed in annuity, health and life insurance in Ohio.
When she’s not in the office, Kimberly enjoys outdoor activities, camping and watching sports, especially the Ohio State Buckeyes.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 614.430.8383 today!
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Young Wealth Management?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.