Kevin Young (CFP®, EA, MBA)

Kevin Young focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Kevin M. Young co- authored “The EA Review Complete: Individuals, Businesses and Representation: IRS Enrolled Agent Exam study Guide”. Kevin has also been quoted in several national publications including the Wall Street Journal, Bloomberg, Investment News, and Bankrate.com. Kevin currently serves as an Advisory Board Member of Horseshoe Management Investment Company. Kevin Young is a member of the National Association of Personal Financial Advisors, the California Society of Enrolled Agents and the Financial Planning Association (FPA).