ROSS YOUNG, CA, CFP, FEA, MFA-P

President

Helping my clients discover how to leave a legacy in ways that is meaningful to them is why I do what I do. I feel that making a difference and giving back are the core values that I share with my clients. I work with my clients to gain an intimate understanding of their goals and values in order to allow them to do what they love, and I love sharing in their successes. I'ma CA and CFP specializing in tax, estate and philanthropic planning.

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