Summarize Diane Young’s background before I meet with them
Sign In
Get Started →
Profile Image for Diane Young

Diane Young

Managing Partner at Arrowroot Family Office
Rochester, Michigan, United States
Is this your profile? Claim it now
This public profile is provided courtesy of Clay. All information found here is in the public domain.
What is Diane Young tweeting about?
Profile Image for Diane Young

Diane Young

Managing Partner at Arrowroot Family Office
Rochester, Michigan, United States
SummaryAI Assisted Badge

Diane Young is a seasoned financial planning expert who has been in the industry for over three decades, guiding her clients towards financial stability through her expertise in fiduciary, insurance, and investment services. With a focus on putting her clients' interests first, Diane has built an impressive career that includes working as the Managing Partner, Wealth Manager, and Financial Advisor at Arrowroot Family Office, as well as running her own financial planning practice - The Athena Financial Group in Rochester Hills, Michigan.

Diane's educational background includes a Diploma from Romeo High School, a BA in Anthropology from State University of New York at Stony Brook, and further studies in Anthropology at Oakland University. Her professional journey has taken her on a variety of roles that have sharpened her skills in financial planning, advisory services, and professional training. Diane has been an instructor at New York University, and has taught certified financial planning credentialing courses at the same institution.

As a recognized expert in financial planning, Diane has spoken at various organizations such as the Royal Alliance National Educational Conference and the Financial Planning Association of Michigan, creating educational workshops and presenting on topics such as marketing financial services to women and tax planning strategies. On top of this, Diane has also written for various publications such as Rochester Suburban Lifestyles, Living Better Magazine, and National Underwriter.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.