Marian P. Young
Managing Partner
Registered Investment Advisor
Ms. Young began her career as an investment advisor in 1982. She has been involved in finding solutions to the financial problems of clients in such area as insurance planning, retirement planning, investment planning, and tax planning. She formed an investment advisory firm in 1996, Young Capital Growth Company, LLC in Irvine, California. This fee only investment advisory firm was instrumental in introducing the institutional process for managing investment decisions to local retail clients that had been underserved for good investment advise. Ms. Young combined her experience as a commodities trader, business owner, and investment management consultant to construct investment policies that proved resilient in dynamic markets.
Ms. Young received a Bachelor of Science Degree in Business Administration from Bowling Green State University. She received the Certified Financial Planner designation from the College of Financial Planning in 1986 and received the CIMC ® designation awarded from the Investment Management Consultant Association in 1997