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

Kevin M. Young, CFP®

EA, MBA

Senior Financial Advisor

Apella Wealth

502 Mace Blvd. Suite #5
Davis, CA 95618

Apella Wealth

555 University Avenue, Suite # 284
Sacramento, CA 95618
FINANCIAL ADVISOR'S WEBSITE
(530) 231-5152

General

Kevin Young is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Apella Wealth in Davis, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Retirement, Life Planning, Sudden Wealth, Personal Taxes, Women's Finances

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