Jonathan Sean Young

Financial Advisor at Harris Private Wealth Management and Insurance Services, Inc.

Role
Advisor at Golden Summit Wealth & Insurance Solutions
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Sean Young

I can offer comprehensive financial strategies and/or focus on one specific area of need.…

Experience

  1. Advisor

    Golden Summit Wealth & Insurance Solutions

    Feb 2017 — Present · San Francisco, CA, US

    Knowledge is the key to a successful financial future. I can offer comprehensive financial strategies and/or focus on one specific area of need. My commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer total financial needs analysis through a network of experienced professionals with expertise in:•​Retirement analysis and programs•​Estate strategies•​Employee benefit and retention services•​Business continuation/succession strategies· MassMutual Financial Group® is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.· I am licensed to sell insurance in California, I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business. CA. Insurance License #0H53906

Skills

  • Sales
  • Food
  • Public Speaking
  • Management
  • Friendly Personality
  • Time Management
  • Motivation
  • Operations Management
  • Customer Satisfaction
  • Eye for Details
  • Communication Skills
  • Selling
  • Powerpoint
  • Microsoft Excel
  • Hotels
  • Employee Training
  • Customer Service

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Jonathan Sean Young — Advisor at Golden Summit Wealth & Insurance Solutions in San Francisco, CA, US | Unifers