Sallie DeYoung, CFP® joined the family business in 2020. After graduating from the University of Dayton with a degree in Finance, she transitioned back to her hometown in Los Angeles and became a licensed financial advisor.
Throughout her time in college, she held various investment management and equity research internships while managing the largest student-run investment portfolio in the nation. She credits this experience for building her portfolio management foundation which she uses every day when providing wealth management advice and holistic financial planning services.
The most important experience, however, has been working alongside her father for the past few years and learning first-hand how to treat clients like family. She, like her father, believes that everyone should have access to ethical financial advice.
When she’s not in the office, she can be found playing with her Bernese Mountain Dog, Franklin, or traveling with her husband.
Sallie is a CERTIFIED FINANCIAL PLANNER™ who maintains her Series 7, Series 24, Series 63 registrations, California and Washington insurance licenses, and is a Notary Public.