Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Barbara Young

Vice President–Wealth Management

Barbara Young has been with the firm for 35 years and is currently is a Vice President - Wealth Management. With over 40 years of experience in the financial services industry, she offers clients her extensive knowledge and experience. She has worked for companies such as Kidder, Peabody and UBS' predecessor firm, Paine Webber.

A graduate of the University of Toronto, Ontario, with a B.S. in Architecture, Barbara also earned a B.S. in Business from the University of Santa Clara. She holds Series 7, 31 and 66 licenses, as well as insurance.

Barbara has served on several boards in Santa Clara County. In her spare time, she enjoys hiking, golf and travel. She also enjoys spending time with her family.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • KY
  • MA
  • MD
  • MI
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA


  • B.S. in Architecture, University of Toronto, Ontario
  • B.S. in Business, University of Santa Clara
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8439

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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