Michele Young, ChFC
Financial Advisor
(714) 730-9457
Michele has been part of the financial industry since 1990. She specializes in independent financial services for people entering or near retirement. She has a passion for helping her clients retire without the worry of running out of...
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.