Adam Young - Money Matters

Adam Young

CFP®, CDFA®The Woodlands, TXP 832.791.2300 | F 832.442.5407

Professional Achievements

  • Member, Certified Financial Planner Board of Standards, Inc.

Background
Adam is a native Texan. He spent his early years in the DFW area and migrated to Houston where he attended the University of Houston and was a member of the UH Golf Team. He and his lovely wife, Erin, reside in The Woodlands and they are the proud parents of two boys, Davis and Baker. When Adam is not spending time with clients, he is with family and friends. His favorite hobby is playing golf.

Business Philosophy 
Adam adheres to the following when working with clients:

“I got into the financial services business because I want to help people realize the retirement lifestyle of which they have always dreamed. I believe it’s essential to be a good listener, as proper financial and retirement planning is understanding that everyone’s situation is unique. When I see my clients succeed, I feel as if I have succeeded.”

Favorite quotes:
“You can be young without money but you can’t be old without it.” – Tennessee Williams
“Golf is played by twenty million mature American men whose wives think they’re out having fun.” – Jim Bishop

Education

  • University of Houston I Bachelor of Business – Accounting
  • College for Financial Planning I CFP Certification Program

Business Experience

  • 2016 – Present: Financial Advisor, Money Matters with Ken Moraif
  • 2008 – 2016: Prior to joining Money Matters, Adam held various positions in the financial services industry. During that time he worked with clients and advisors on investment and retirement planning strategies.

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
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  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.