Rod Young Email & Phone Number
Co-Founder, Chief Executive Officer, and Financial Advisor @ KeyVantage Wealth Advisors
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Rod Young Location
- Bethlehem, PA, US
Rod Young Work
- 2024 -now Co-Founder, Chief Executive Officer, and Financial Advisor @
- 2008 -2024 Senior Vice President @
- 1987 -2008 Officer, Director, Shareholder @ Andesa Strategies, Inc.
- 1986 -1987 Accountant @ Deloitte Haskins & Sells
Rod Young Education
- Penn State University
B.S. (Accounting)
1983-1986
Rod Young Skills
- Financial Planning
- Retirement Planning
- Portfolio Management
- Tax Planning
- Estate Planning
- Executive Benefits
- Corporate Benefits
- Education Planning
- Certified Public Accountant, CPA
- Certified Financial Planner TM professional
- Personal Financial Specialist (PFS)
- Wealth Management
- Project Management
- Certified Public Accountant
- CPA
- Commercial Litigation
- Marketing
- Public Speaking
- Microsoft Excel
- Personal Financial Specialist Pfs
- Strategic Planning
- Customer Service
Rod Young Summary
- Rod Young, based in Bethlehem, PA, US, is currently a Co-Founder, Chief Executive Officer, and Financial Advisor at KeyVantage Wealth Advisors. Rod Young brings experience from previous roles at Valley National Financial Advisors, Andesa Strategies, Inc. and Deloitte Haskins & Sells. Rod Young holds a 1983 - 1986 B.S. in Accounting @ Penn State University. With a robust skill set that includes Financial Planning, Retirement Planning, Portfolio Management, Tax Planning, Estate Planning and more. Rod Young has 2 emails on RocketReach.
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