Kelli Young Email & Phone Number
Founder, Financial Planner at Longevity Wealth
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Kelli Young Location
- North Bend, WA, US
Kelli Young Work
- 2020 -now Founder, Financial Planner at Longevity Wealth @ Longevity Wealth
- 2016 -2020 Senior Financial Planner @
- 2013 -2016 Financial Planner and Chief Operations Officer @
- 2005 -2013 Financial Planner, Training Director, LTC Product Manager @
- 1994 -2005 Long Term Care Specialist @
Kelli Young Education
- Sammamish High School 1981-1985
Kelli Young Skills
- Investments
- Small Business
- Securities
- Asset Allocation
- Leadership
- Finance
- Retirement
- Retirement Planning
- Training
- Investment Management
- Microsoft Office
- Management
- Strategic Planning
- Customer Service
- Wealth
- Financial Analysis
- Coaching
- Microsoft Excel
Kelli Young Summary
- Kelli Young, based in North Bend, WA, US, is currently a Founder, Financial Planner at Longevity Wealth at Longevity Wealth. Kelli Young brings experience from previous roles at Miller Advisors, Inc., Mainspring Wealth Advisors, Metlife and Premera Blue Cross. Kelli Young holds a 1981 - 1985 Sammamish High School. With a robust skill set that includes Investments, Small Business, Securities, Asset Allocation, Leadership and more. Kelli Young has 1 emails and 1 mobile phone numbers on RocketReach.
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