Broker Check

Meet Your Advisor

Michele Young, ChFC

Financial Advisor

(714) 730-5271

(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...

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Our approach adds perspective to all we do and provides increased benefits to our clients.

How We Work

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.