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

NAPFA Start Date

March 18, 2022

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This Office

Call for an Appointment Cincinnati, OH 45243 Phone: (513) 460-3510