YoungPark- Financial Advisor Bethesda, MD

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About Young Park

We work with clients that value a financial advisor that helps them reach their financial goals.

Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals.

We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

See Disclosures

General Information

Firm Start Year

2021

No. of Employees

CRD#

5639897

Firm CRD#

167517

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Young brings over 20 years of experience in the financial services industry, with expertise in broad levels of risk management. His past experience includes principal owner and agent for the Young Park, CPCU State Farm agency in Honolulu, HI.

Prior to joining King Tide Advisors, he was a top performing Relationship Manager where he managed over $45 million in client/household assets. Young provides expertise in the area of Life insurance needs and Long term care risk/solutions as well as comprehensive financial planning and investment management strategies. He also served as a Financial Advisor/Branch Manager at a military affiliated Federal Credit Union. Young also led a group of advisors as a Wholesaler.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$43000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250000

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Education

Bachelor of Arts - Marketing and Management

Ursinus College
08/01/1998 -05/15/2002

CFP® - Financial Planning

The American College of Financial Services
07/01/2022 -12/31/2023

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891408/paladinregistry-Victrix-Investment-Advisors-detailed-disclosure.html

Disclaimer

King Tide Advisors is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 772-233-2052 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from KTA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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Young Park

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