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In the Media Kimberly J. (Young) Wells: Your Wealth of Information

From tips and trends to planning and portfolio allocation, Kim is a trusted source for all things related to your finances and retirement — whether you’re watching her on TV or meeting with her in person.

Catch Kim on WBNS Channel 10!

Watch as Kim discusses issues that could affect your future and offers ideas to bolster your confidence and alleviate your concerns.

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Experience you desire. Expertise you deserve.

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Kim has been helping Ohioans pursue their retirement goals for well over a decade. Prepared to serve any financial need, Kim isn’t satisfied that she has checked all of her boxes until she sees her clients checking off items on their bucket lists.
 
Kim started Young Wealth Management in 2013 to provide tailored strategies involving both investment and insurance products to help clients protect their past, maximize their present and prepare for their future.
 
A summa cum laude graduate of the University of Toledo with a bachelor’s degree in business administration, Kim is an independent, Certified Financial Planner™ who specializes in analyzing portfolios and pinpointing issues that could jeopardize the futures of her clients. She has passed her Series 65 securities exam, is licensed in annuity, health and life insurance in Ohio, and has earned her NSSA® National Social Security Advisor certificate.

Ready to visit in person?

Do you have questions about your retirement plan? Kim and Brent are happy to answer them whenever and however is most convenient for you.

Or call our office at 614.430.8383.