CFP

    Steve Marbert

    President and Financial Advisor

    Richard Young Associates
    Augusta, Georgia30 years experienceNo minimum minimum

    About Steve

    Steve is the President/Owner of Richard Young Associates and co-host of the MoneyMD podcast. He graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in ...

    Areas of focus

    Financial PlanningRetirement PlanningInvestment ManagementTax Planning

    Credentials & background

    Designations

    CFP

    Licenses

    Series 63Series 65Series 24Series 7

    Education

    BS in Chemical Engineering Clemson University (1986)

    Clients served

    RetireesBusiness OwnersDoctorsHealthcare Workers

    Registered in

    Georgia, Texas

    The firm

    Richard Young Associates