Cheryl Young, CFP®, ChFC®, CPM®
Cheryl Young, CFP®, ChFC®, CPM®, has been a financial advisor since 1998, and joined Rockefeller Global Family Office with her practice Young & Associates in 2022. As a Certified Financial Advisor® and Portfolio Manager®, Cheryl brings a comprehensive approach to wealth management, focusing on portfolio management and stock option planning, and enjoys working with entrepreneurs, executives, engineers and professional athletes in Silicon Valley and Lake Tahoe.
She has been recognized and quoted as a top Wealth Advisor in numerous publications including The Wall Street Journal, Forbes Magazine, Barron’s, On Wall Street, Financial Times, and Working Mother Magazine. She was ranked #1 in Forbes 2022 Best-In-State Wealth Advisors as well as #1 in Best-In-State Women Advisors, #4 in Forbes 2022 Top 1,000 Women Wealth Advisors, and #1 in Working Mother Magazine’s 2020 List of Top Wealth Advisor Moms. She was also included in Barron’s Top 100 Women Advisors since 2014, and made Forbes Top Wealth Advisors list since its inauguration in 2016. In 2023 she was named to the Barron’s Hall of Fame, an exclusive award given to a select few advisors who rank in the Top 100 for 10 years or more. The Young & Associates team was also named Forbes Top Wealth Management Teams High Net Worth for 2023.
Cheryl has taught numerous classes to Fortune 500 companies on what she likes to call “Financial Fitness,” and spoken about options at NASDAQ, Montreal and the New York Stock Exchanges. She is on the Leadership Board for the Options Industry Council, the educational arm of the Chicago Board Options Exchange. Cheryl is also a leader in educating women in finance both at a firm level and in her community.
Cheryl attended New Mexico State University on a Presidential Scholarship, starting at age 16 and graduated at age 20 with a B.A. in Psychology and a minor in Business. She continued her post-graduate work in Biochemistry at the University of New Mexico. Cheryl earned her Certified Portfolio Manager Certification through Columbia University’s Masters of Engineering School in 2013.
Cheryl is also active in local philanthropy, including previously serving on the boards of Archbishop Mitty High School and Fresh Lifelines for Youth. She is an avid runner and has run over 27 marathons including qualifying for New York and Boston multiple times. Cheryl spends much of her free time with her 3 active boys, and loves skiing, rock climbing, kickboxing, hiking, good wines and travel. Social impact is an area of focus for her both professionally and personally.
*The Forbes ranking discussed above last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—must have 7 years of industry experience, and is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; service model, compliance records; revenue produced; and assets under management. . Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience .No compensation has been provided in connection with obtaining or using this award.
The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. No compensation has been provided in connection with obtaining or using this award. The Barron’s Hall of Fame acknowledges advisors who have appeared in Barron’s annual Top 100 Financial Advisors or Top 100 Women Financial Advisors rankings for 10+ years.