Sara Young (CFP®)

Sara Young focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
NAPFA Start Date
March 18, 2022