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If you are looking for a seasoned Fiduciary, no need to look any further.
As a Fiduciary, Carol has performed trust administration and portfolio management for living trusts and estates, custody, testamentary, conservatorships, and agency accounts. Her focus is client centered and she works tirelessly for her clients to ensure their matters are handled properly.
Carol is an advocate for seniors and very passionate about preventing elder financial abuse through education and community involvement. "I truly appreciate Carol’s work. Carol pursues every project through to its completion with diligence. She is proactive, knowledgeable, detail-oriented, organized and thorough. She is also a true pleasure to work with!" ~ Attorney for 20 years, San Rafael, CA
Young Fiduciary & Trust
Carol Young, CLPF & CTFA
She has been a resident of Sonoma, California since 2008. Prior to establishing her Fiduciary Business in May 2016, Carol worked for several local financial institutions in the Bay area. She is focused on her clients and will do whatever is necessary to ease family tension relating to aging, illness and changing circumstances. Carol is diplomatic and an excellent communicator and can deal with challenging people with ease. She will find ways to communicate with the most difficult individuals and is known to be quite resourceful when faced with crisis situations. She is a can-do person, organized, efficient, effective, high-energy, conscientious, detail oriented, has excellent follow-through and knows how to get things done.
Before moving to California, Carol lived in St. Louis for most of her life, raising her family and relocating to the Bay area in 2005. Carol is a graduate of Webster University, St Louis, Missouri, where she earned her BA in Management. She obtained her CTFA (Certified Trust Financial Advisor) designation in 2003 through the Institute of Certified Bankers, American Banking Association. In 2016, Carol received her Fiduciary License from the State of California. She specializes in private fiduciary services for Sonoma and North Bay residents. Carol is a member of the Redwood Empire Estate Planning Council and Associate Member of both the Sonoma & Napa Bar Associations. In her free time, Carol enjoys time with her family, friends and biking around the Sonoma/Napa regions.
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