Chris S. Young, Cfp®, Cpwa® Email & Phone Number

Chris takes a holistic approach to working with his clients to ensure they understand how each aspect of their financial plan contributes to their financial goals. He provides thoughtful guidance to his clients as they experience major life transitions, such as marriage, divorce, career moves, job loss, sale of a business or dissolution of a partnership. Chris’ client base includes physicians, lawyers, dentists, business owners, executives and other professionals. He has established long-term relationships with his clients and works with different generations within the same families to help establish or maintain wealth. Chris is a frequent speaker and serves as a resource for local and national media on topics ranging from succession planning for physicians to blending families and finances.He enjoys traveling, playing soccer, golf and coaching his sons’ soccer team.-Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Listed skills include Wealth Management, Retirement Planning, Portfolio Management, Strategic Planning, and 14 others.