Josh Young

Josh has 15 years of financial planning and investment management experience working with high-net-worth families, business owners and corporate executives. His areas of focus include individual retirement planning, corporate executive compensation plans, IPO planning and foundation/non-profit advisory work. He is passionate about helping clients achieve their financial goals and making an impact along the way.

Josh graduated with a bachelor’s degree in Economics from the University of Colorado and completed his financial planning certification through Boston University. He was awarded the Certified Financial Planner (CFP) designation in 2014.