Serves as Wealth Manager and has been an Investment Advisor Representative since 2000. Mr. De Young holds several industry licenses, enjoys working with clients, learning of their life plans and then identifying investment strategies appropriate for them. He understands the value of trust and the importance it plays in honestly analyzing each client’s situation and then providing solutions that work.
What I Do.
It gives me great pleasure to help an investor, like you, to have an investment experience that is as comfortable as possible. We start by making a plan that takes into account all aspects of your financial life. This includes finding solutions to questions such as…
• How much money will I need for my future expenses?
• When can I afford to retire?
• How much of my current income should I be saving and investing?
• What are my best investment options?
• At what age will I need to start taking and using these funds?
• Is there a future inheritance, pension or social security amount that I can count on receiving?
• How well is my money working for me now?
After sitting down and thoroughly discussing your options, we will discover an appropriate plan. It will become apparent which options are best suited for you and your family and which avenues you can take.
You may feel confident that when you partner with our experience and years of knowledge, we will find a plan that fits you and your family’s situation! It’s never too late to start planning for tomorrow. It’s as easy as picking up the phone and calling 626-294-4728 to arrange a meeting. If preferred, I am also available for you via email at gene.deyoung@PASInvest.com.
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Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC. Professional Advisory Services, Inc. and IFG are unaffiliated entities.