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Howard Y

CFP®, Series 63, Series 65

Carmel, IN

St. Bernard Financial Services, Inc.

Howard Young is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Heritage Wealth Consultants. His other business activities include serving as a financial advisor under the DBA Maven Retirement Advisors. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses, offering portfolio management and investment implementation with a focus on a long-term, conservative growth approach using tactical asset allocation. The firm operates as both an investment adviser and broker-dealer, providing advisory relationships on an asset-based or hourly basis while also offering commissionable products through its broker-dealer arm.

Annuities Wealth management
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