Katherine Young (CFA, CFP®)
Katherine Young focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Millennials
- Women's Financial Planning Issues
- Alternative or Private Investments
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Millennials
- Women's Financial Planning Issues
NAPFA Start Date
January 05, 2022