Robin Young (CRD# 2511315) is an Investment Advisor Representative and owner of Northstar Financial Planning, Inc. in Windham, NH and has over 24 years of experience in the finance industry. Robin Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Robin is also a Registered Life Planner (RLP®) at the Kinder Institute and a Mastery Level Certified Financial Transitionist (CeFT™) through the Sudden Money Institute. She is an lifelong student of behavioral finance and specializes in how to help clients thrive both personally and financially while experiencing difficult life transtitions.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Financial Planning, LLC | Windham, NH | Oct 2020 - Current | 3 |
| Northstar Financial Planning, Inc. | Windham, NH | Dec 2003 - Oct 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- NH
-
Total Assets Under Management222MILLIONS
-
Total Number of Accounts489ACCOUNTS
-
Average Account Value$453,988
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NH, TX
STATEMENT OF REGULATORY COMPLIANCE - Northstar only transacts the business of providing investment advice in states where it is properly registered, or excluded or exempted from registration. Follow-up and individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment advisor and investment advisor representative registration requirements, or an applicable exemption or exclusion.
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