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Chad Y
Series 63, Series 65
Lafayette, CO
Young Financial Planning
Chad Young is the sole advisor at Young Financial Planning in Lafayette, CO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Young Tax Planning, Young Wealth Partners, and The Young Insurance Group, where he was employed for 16 years. He is also involved in a tax preparation business. Young Financial Planning is a fee-only independent investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm utilizes institutional custodial platforms and combines passive and active investment vehicles guided by asset allocation and Modern Portfolio Theory.
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