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

NAPFA Start Date

January 05, 2022


This Office

68 3rd Street Brooklyn, NY 11231 Phone: (347) 338-0278