|
|
Founded by Roy D. Youngblood, whose qualifications include:
|
 |
-
Author "Full Cycle Investing Approach"
-
Certified Financial Planner, CFP ®
-
MBA in Finance, Wharton Business School, University of Pennsylvania
|
 |
|
YFI has an Institutional relationship with Fidelity to provide:
|
|
-
One of the largest mutual fund & EFT super-markets available
-
"Best execution" of all trades through Fidelity
-
Fiduciary services executed to the highest standard
|
 |
|
Professional Affiliations Include:
|
|
-
Financial Planning Association (FPA) of Chicago
|
 |
Prior to starting the company, Mr. Youngblood
had an extensive career in management consulting, where he focused on planning and
investment issues for financial services companies. He was with several
top-tier firms including: A.T. Kearney, Accenture, and Booz, Allen & Hamilton.
Youngblood
Financial, Inc. is a Registered Investment Advisor
|