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Joshua Young

CFP®, CEPA®, Financial Advisor at UBS Financial Services

Joshua Young is a Financial Advisor at UBS Financial Services Inc. He holds the designations of CFP® (Certified Financial Planner) and CEPA® (Certified Exit Planning Advisor).12 Joshua is part of the Corporate Liquidity Planning Group at UBS and provides wealth management services in New Albany, OH.4

With over 35 years of experience in the financial services industry, Joshua has spent the majority of his career at Merrill and UBS.2 He specializes in wealth management, retirement plans, and trusted guidance for his clients.3 As a Senior Retirement Plan Consultant in the Alpha+ Group at UBS, Joshua focuses on helping clients prepare for their financial future.3

Joshua's expertise includes:

  1. Corporate liquidity planning
  2. Wealth management
  3. Retirement plan consulting
  4. Financial advising for high-net-worth individuals and businesses

His LinkedIn profile (username: joshuamyoung) showcases his professional background and expertise in the financial services sector.23

Highlights

Jan 1 · people.njit.edu
Joshua Young | People - Directory Search

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Joshua Young
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Location

Columbus, Ohio, United States