Young Park, CFP^®

CPCU

Partner - Senior Advisor

King Tide Advisors

5901 Melvern Dr
Bethesda, MD 20817-2509

FINANCIAL ADVISOR'S WEBSITE

www.kingtideadvisors.com

CONNECT WITH Young

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee Only

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Young Park is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at King Tide Advisors in Bethesda, MD and the surrounding communities.

Financial Advisor Overview

We work with clients that value a financial advisor that helps them reach their financial goals. Our process is focused around a personalized plan designed to meet your needs, wants, and lifestyle. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.

Financial Advisor Experience

Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young brings over 20 years of experience in the financial services industry, with expertise in broad levels of risk management and Wealth Managment. His past experience includes principal owner and agent for the Young Park, CPCU State Farm agency in Honolulu, HI. Prior to joining King Tide Advisors, he was a top performing Relationship Manager where he managed over $45 million in client/household assets. As a military spouse of over 12 years, Young possesses strengths and expertise in working with family transition planning (i.e. military retirement, surviving spouse, divorce, etc) and goal based retirement strategies. Young also provides expertise in the area of Life insurance needs and Long term care risk/solutions. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor’s degree in Business Marketing and Management from Ursinus College, as well the CPCU designation. He achieved the Certified Financial Planner™ (CFP®) certification on March 2024. He is currently serving as Chapter lead for the Washington DC – Military Spouse Chamber of Commerce. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CPCU

Broker-Dealer Affiliation

Charles Schwab Corporation

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Women's Finances