Katherine Young (CFA, CFP®)

Katherine Young focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
NAPFA Start Date
January 05, 2022