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
- Founder, Financial Planner at Longevity Wealth @ Longevity Wealth (April 2020 - Present)
- Senior Financial Planner @ (September 2016 - April 2020)
- Financial Planner and Chief Operations Officer @ (August 2013 - August 2016)
- Financial Planner, Training Director, LTC Product Manager @ (March 2005 - August 2013)
- Long Term Care Specialist @ (June 1994 - March 2005)
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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