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 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).

NAPFA Start Date

March 25, 2008


This Office

502 Mace Blvd Ste 5 Davis, CA 95618-4338 Phone: (530) 231-5152 Fax: (530) 231-5152

Other Offices

701 University Ave Ste 100 Sacramento, CA 95825-6756 Phone: (916) 418-0375 Fax: (866) 222 0252