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

NAPFA Start Date

January 05, 2022


This Office

347 State Street Brooklyn, NY 11217 Phone: (347) 338-0278