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, CFP®
Kimberly J. Young, 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 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.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 614.430.8383 today!