Kendall M. Young,  CFP<sup>&reg;</sup> - Financial Advisor

Kendall M. Young, CFP®

Director

Matter Family Office

12977 N outer Forty Rd, Ste 213
St. Louis, MO 63141
FINANCIAL ADVISOR'S WEBSITE
314-576-1112 CONNECT WITH Kendall
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General

Kendall Young is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Matter Family Office in St. Louis, MO and the surrounding communities.

Financial Advisor Experience

Over 20 years experience providing independent and objective advice to clients regarding family wealth management. Implemented financial strategies that generate tax-efficient wealth accumulation, retirement income and asset protection. Lead all areas of clients' financial life including coordination of income tax planning, estate planning and insurance reviews. Prior to joining Matter worked in corporate finance with Trigen Energy for seven years.



Expertise in analyzing and implementing institutional-grade investment opportunities that include development of investment policy statements, asset allocation and manager selection. Perform investment research and make recommendations that include passive and active, public and private investments. Tailor each portfolio for the client's specific risk profile and cash flow requirements.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Sudden Wealth

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