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Jane M. Young, CFP, EA

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FiLife Contributor
Jane M. Young, CFP, EA
FiLifer

Jane M. Young is a fee-only, Certified Financial Planner and is Enrolled to Practice Before the IRS, she has been practicing since 1996. Jane's services include investment management, retirement planning, tax planning and preparation, estate planning, goal setting and general financial planning. Jane also specializes in working with divorcees and widows.

Jane holds a Bachelor of Science degree in Business Administration from the University of Colorado and an MBA , in finance, from the University of Colorado.

Jane is very active in the community. She is currently the president elect of the Rotary Club of Colorado Springs and the immediate past president of Leadership Pikes Peak. She is past president of the Financial Planning Association of Southern Colorado and past president of the Pikes Peak Chapter of the National Association of Women Business Owners. She also serves on the UCCS Business School Alumni Leadership Board . As a fee-only financial planner Jane is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors.

She has been quoted in several national publications including Consumer Reports, Investment News, MSN Money and Bankrate.com. She has been a volunteer instructor to new financial advisors with the Alliance of Cambridge Advisors and an adjunct instructor at the University of Colorado at Colorado Springs.

Real Name:
Jane M. Young, CFP, EA
Join Date:
8/10/09
Website:
http://www.pinnaclefinancialconcepts.com
Employer:
Pinnacle Financial Concepts, Inc.
Title:
Co-owner, Certified Financial Planner
Twitter Handle:
COFeeOnlyCFP
Favorite Investments:
ETF/Mutual Funds
Looking for:
Networking

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