Robin Young, CFP®, RLP®
President and Owner of Northstar Financial Planning
“I employ five women, so we are an all women team and our specialty is helping other women in transition. The women in my firm are so passionate about helping their clients use their money to lead a fulfilling life. There is a lot of integrity when they are meeting with clients because they are doing it in their own personal life. It [financial planning] has been a great career for me.”
Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management, particularly during periods of transition — retirement, loss of a spouse, inheritance, divorce, sale of a business. Before joining Northstar as a partner in 2004, Robin’s professional career included 15 years at several prestigious financial firms and real estate management companies in Boston, including Boston Properties, LLC and The Colony Group. There, she advised C-level executives at several Fortune 500 corporations, including Unum Provident, EMC and IBM.
In 2008, Robin assumed the helm at Northstar Financial Planning and her work in helping Women in transition gained attention. Robin believes that women deserve a better experience in working with a financial advisor and she and her team have focused considerable energy in delivering this experience through their client processes and through their Wiser Women Workshops and other education opportunities.
Adapted from northstarfp.com.