Andrew Young (CFP®, CPA/PFS)
Andrew Young focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- Unmarried Couples
- Business Owners
- Charitable Giving
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- Unmarried Couples
Planning Specialties
Andy is an Owner/Principal at Galecki Financial Management. In addition to meeting with his clients, Andy also sits on the firm's Investment Committee. Andy maintains the CPA license and helps the firm's clients with their tax planning needs. This includes Roth Conversion planning, itemized deduction planning and charitable giving strategies.
NAPFA Start Date
July 05, 2017