Howard Young
“The will to win is important, but the will to prepare is vital."
— Joe Paterno
Check the background of this investment professional.
Advisor
Howard has spent the last 20 years helping clients connect their life goals to their financial planning goals. He earned his CFP certification in 1999 and specializes in retirement planning and multi-generational legacy planning. He is also a Certified Divorce Financial Analyst (CDFA)
Howard is a Pennsylvania transplant and proud alumni of Penn State where he received a B.S. in Finance. He has been active in the Penn State Alumni Association for 35 years and has served as President of the local alumni chapter.
Howard believes that his first responsibility in the planning process is to help you gain clarity around your goals. He holds FINRA Series 6, 63, 7, and 65 registrations, is an active member of the Financial Planning Association of Greater Indiana, formerly serving on its Board of Directors, the proud father of an Eagle Scout and a self-proclaimed dog person.
In His Own Words
“My mom was widowed when I was six. Her life was really tough for a while. Knowing what I know now, I see how things could have been handled differently for her. Helping people gain control of their lives and make it make sense again after a major life event is very rewarding for me.”
Fun Facts
If I weren’t working in finance, I would be a…
Be dedicating myself to my golf game
3 things on my bucket list
Writing a common sense book on civics and the moral hazards of our country’s economic structure.
Whale watching in the pacific northwest
Scoring a hole in one
The nerdiest thing I do in my spare time is…
I play the Indianapolis Star’s online Sudoku every morning