Diane Young, one of our top experienced and knowledgeable partners on our team, will be joining multiple speakers from our financial service software partner Riskalyze. We are proud to see her speak alongside Board Chair Laurie Shultz, Board Member Tricia Rothschild, and CEO Aaron Klien. The Fearless Investing Summit is a networking conference filled with over 800 investment professionals from all over the country looking to learn more about the latest developments in financial services and technology.
Diane is excited to help empower financial advisors all over the country, evaluate the latest new ideas and information, and receive invaluable education from world-class thought leaders from some of the nations leading professional experts and corporations. The event will be held in the beautiful Hyatt Regency Convention Hotel in downtown Salt Lake City, Utah.
Diane will be joining other brilliant speakers from some of the most prominent firms in the country, where her decades of experience in financial services will be on full display for attendees to soak in. Diane has been a Managing Partner at Arrowroot Family Office for almost two years, where she specializes in wealth management and financial planning. Her prior experience includes running her own financial firm, where she developed her diverse skill set in wealth management, financial planning, and tax planning strategies. She has also taught for New Your University as an instructor overseeing financial planning as part of the CFP designation program. She is also a board member of the Financial Planning Association (FPA).
Diane has many qualifications under her belt that makes her more than qualified to serve our clients with the many services our office provides. In a world where personal finances and investments are more complex than ever before, analyzing, and looking through this data, can quickly become overwhelming. Knowledgeable professionals like Diane help our team excel at assisting clients in grasping their current financial situation. Diane helps our team push further and further every day to provide our clients with the best service possible so that they leave our offices understanding as much as they can about their financial position.
We at Arrowroot Family Office are beyond excited to hear her speak at the Fearless Investing Summit, where she will represent our team.
About Arrowroot Family Office, LLC
Arrowroot Family office is a registered investment advisor* and financial and tax planning firm. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and collaboration, the principals and staff of Arrowroot Family Office provide a high level of service, transparency, and value to its clients. For more information, please visit www.arrowrootfamilyoffice.com.
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