About Josh Young CFP® - Robertson Stephens Wealth Management, LLC
Josh is a Managing Director and Principal at Robertson Stephens. He works closely with his clients to build trust and deliver comprehensive investment and wealth management solutions. Josh has deep experience helping high-net-worth families/individuals, corporate executives, and charitable foundations navigate every corner of wealth preservation and growth. Josh has been advising a select group of private clients on a wide range of wealth management issues, including risk allocation strategies, financial planning, tax strategy, and generational wealth transfer for the last 16 years. Josh earned a BA in Economics from the University of Colorado and completed his CFP certification at Boston University.