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Jesse D. Young, CFP®, CRPC®

Director of Financial Planning

As Director of Financial Planning, Jesse is responsible for the management and execution of all financial and retirement planning initiatives. In coordination with a team of passionate high net worth financial advisors and risk management consultants, he collaborates to deliver individual financial strategies across a holistic range of disciplines: debt management, savings strategies, investment planning, estate planning, asset protection, and retirement accumulation and distribution.

Before entering the financial services industry as a Wealth Management advisor 11 years ago, Jesse spent 20 years in the computer industry working for leading firms in the US, Europe and Asia.

Jesse stays involved with his community by serving as a Board Member for the German-American Chamber of Commerce, Colorado Chapter, and the Chapter Leader of the Thunderbird School of Global Management.

Together with his wife, Jeanie, Jesse enjoys hiking, skiing and international travel. He is a U.S. Army veteran.

Education:

  • Bachelor of Science, College of Business and Management, University of Maryland;
  • Master of International Management, Thunderbird School of Global Management,
    Arizona State University

Certifications and Designations: Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®)

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.

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