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Young & Associates

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At Young & Associates, we are trusted advisors, dedicated to managing our clients’ families and wealth.

We dive deep into planning techniques that will provide wealth management and advisory services that protect and bolster assets. We look at the whole client, not just their portfolio and we work to take the complexities out of important financial decisions.

We believe that legacies embody more than just a family’s assets and we strive to ensure these legacies are unique and preserved.

Our standards for our services are the same standards established by the Rockefeller family legacy and those that have helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have established, and the positive impact they have had on society are our benchmarks.

YOUNG &  ASSOCIATES

669-499-4482

750 University Avenue
Suite 240
Los Gatos, CA 95032

“By doing what we do best we want to give you more time to do what you do best.”

Cheryl Young, Private Advisor, Managing Director, CFP®, ChFC®, CPM®

 

Cheryl Young, CFP®, ChFC®, CPM®

Private Advisor, Managing Director 
CYoung@rockco.com
(669)-499-4480
Biography +

Boaz Chan

Client Relationship Director, Vice President 
BChan@rockco.com
(669)-499-4481
Biography +

Jennifer Seacrist

Client Relationship Director, Vice President 
JSeacrist@rockco.com
(669)-499-4482
Biography +

Sarah Mijts

Business Practice Manager, Vice President 
SMijts@rockco.com
(669)- 499- 4483
Biography +

Jenny Young, CFP®

Financial Planning Analyst
JYoung@rockco.com
(669)-499-4484
Biography +

Wey Lim

Client Relationship Director, Vice President 
WLim@rockco.com
(669)-499-4485
Biography +

Nick Peterson

Client Relationship Director, Vice President
NPeterson@rockco.com
(669)-499-4486
Biography +

Cassidy Liu

Senior Client Service Associate
CLiu@rockco.com
(669)-499-4487
Biography +

Hao Dong

Associate, Analyst
HDong@rockco.com
(669)-499-4488
Biography +

CNBC - October 28, 2022

Rockefeller Global's Cheryl Young Offers her bullish case for investors to stay in Big tech

Learn More >

FS Podcast - February 27, 2023

Head to Head: A Conversation with Top Advisor, Cheryl Young

Learn More >

CNBC - January 3, 2023

Tech will be down until the Fed pivot,then it will lead up, says Rockefeller Global's Cheryl Young

Learn More >

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

"Our team is comprised of trusted advisors, each with a unique skillset to deliver an exceptional experience for our clients. We are truly privileged to take part in building their legacy for generations to come."
Cheryl Young, Private Advisor, Managing Director, CFP®, ChFC®, CPM®
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Cheryl Young, CFP®, ChFC®, CPM®

Cheryl Young, CFP®, ChFC®, CPM®

Private Advisor, Managing Director 

 

Cheryl Young, CFP®, ChFC®, CPM®, has been a financial advisor since 1998 and is the founder of Young & Associates. As a Certified Financial Advisor® and Portfolio Manager®, Cheryl brings a comprehensive approach to wealth management, focusing on portfolio management and stock option planning, and enjoys working with entrepreneurs, executives, engineers and professional athletes in Silicon Valley.

She has been recognized and quoted as a top Wealth Advisor in numerous publications including The Walls Street Journal, Forbes Magazine, Barron's, On Wall Street, Financial Times, and Working Mother Magazine. She was ranked #1 in Forbes 2021 Best-In-State Wealth Advisors, #2 in Forbes 2021 Top 1,000 Women Wealth Advisors, and #1 in Working Mother Magazine's 2020 List of Top Wealth Advisor Moms. She was also included in Barron’s Top 100 Women Advisors since 2014, and made Forbes Top Wealth Advisors list since its inauguration in 2016.

Cheryl has taught numerous classes to Fortune 500 companies on what she likes to call “Financial Fitness,” and spoken about options at NASDAQ, Montreal and the New York Stock Exchanges. She is on the Leadership Board for the Options Industry Council, the educational arm of the Chicago Board Options Exchange. Cheryl is also a leader in educating women in finance both at a firm level and in her community.

Cheryl attended New Mexico State University on a Presidential Scholarship, starting at age 16 and graduated at age 20 with a B.A. in Psychology and a minor in Business. She continued her post-graduate work in Biochemistry at the University of New Mexico. Cheryl earned her Certified Portfolio Manager Certification through Columbia University’s Masters of Engineering School in 2013.

Cheryl is also active in local philanthropy, including serving on the board of Archbishop Mitty High School and Fresh Lifelines for Youth. She is an avid runner and has run over 27 marathons including qualifying for New York and Boston multiple times. Cheryl spends much of her free time with her 3 active boys, and loves skiing, rock climbing, kickboxing, hiking, good wines and travel. Social impact is an area of focus for her both professionally and personally.

 

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2021 and last for a period of one year until new rankings are released. The Forbes “America's Top Women Wealth Advisors” rankings discussed above were designated in 2021 and last for a period of one year until new rankings are released. The Forbes “Top Wealth Advisors” rankings discussed above were designated each year between 2016 and 2022 and last for a period of one year until new rankings are released. 

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

The Barron’s “Top 100 Women Financial Advisors” rankings discussed above were designated each year between 2014 and 2022 and last for a period of one year until new rankings are released. 

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

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Boaz Chan

Boaz Chan

Client Relationship Director, Vice President 

 

Boaz joined Rockefeller in May of 2022 as a Vice President, Client Relationship Director and has been with Young and Associates since 2008.  Boaz has a wide breadth of experience working with 6 different firms across the financial services industry learning the intricacies of servicing the unique needs of high-net-worth families for close to two decades.  He engages with clients on all aspects of financial planning including retirement planning, stock plan administration, annuities & insurance offerings, alternative investments, philanthropy planning and advanced estate planning strategies . He is also the emergency/backup contact if Cheryl is unavailable. 

A member of the financial services industry since 2004, Boaz holds Series 7 and 66 securities licenses; California Life, Health and Long-Term Care Insurance Licenses; Variable Contracts Insurance License; and is pursuing the Certified Financial Planner™ designation. Boaz is a graduate of the University of California, San Diego, where he earned a B.A. in Economics. 

Boaz lives in Millbrae with his wife Vanessa and his two sons who have grown up as part of the Young and Associates family. He is an avid Bay area sports fan and enjoys hiking/camping, playing basketball, aspiring to cook as well as his relatives in the restaurant industry, and gardening to swap goodies with Wey.

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Wey Lim

Wey Lim

Client Relationship Director, Vice President 

 

Wey started her career in the financial industry in 1998 and joined the Young & Associates Team in 2016, bringing over 18 years of industry experience and knowledge to the team. Prior to joining the team, Wey served as Complex Risk Officer and worked as Assistant Operations Manager in a high volume stock plan call center environment. Wey oversees the entire new client onboarding experience and manages the team to ensure we deliver only first class service to our clients.  

Wey holds a bachelor’s degree in Business Administration and an MBA from University of Central Arkansas. She is Series 7, 63, 65, 3, and 9/10-licensed and brings to the team her wealth of knowledge in industry rules and regulations.

Wey lives in Los Gatos where she raised her two amazing teenaged sons. In her spare time, she enjoys playing tennis, doing yoga, gardening, cooking, and traveling. She also found her passion in backpacking and spends 2 to 3 weeks a year exploring the great outdoors looking for new adventures. Wey is fluent in Mandarin, Cantonese, Malay and two other Chinese dialects.

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Jennifer Seacrist

Jennifer Seacrist

Client Relationship Director, Vice President 

 

Jennifer is a Vice President, Client Relationship Director and has been with the Young & Associates Team since 2006. She is a highly-organized office manager and is dedicated to providing attentive, efficient service to each and every client. In addition to managing the Team’s schedule, Jennifer helps integrate private banking for clients, handles money movements and scheduling. Jennifer is the first point of contact for clients, and can coordinate which Team member can best address their complex needs.

Jennifer has extensive industry experience, and holds Series 7 and 66 securities licenses. A 2003 graduate of Chico State University, Jennifer holds a B.S. degree in Hotel Management and Business Administration. When not working, she enjoys taking classes at Dailey Method, Studio Kicks and spending time with her daughter, husband, Jeff and dog, Ryder.

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Jenny Young, CFP®

Jenny Young, CFP®

Financial Planning Analyst

 

Jenny is a Financial Planning Analyst with the Young & Associates team at Rockefeller. She worked at Morgan Stanley as a Wealth Advisor Associate where she worked with Financial Advisors in New York City to create financial plans for their clients. Jenny started her career in 2018 at PNC Bank focused on banking and lending solutions for high net-worth clients. She believes that financial planning is the foundation of a successful financial life. In getting to know each client she helps; identify financial goals, build a plan, suggest and implement recommendations, confer with Cheryl to create an investment strategy best suited to achieve each client’s goals, and most importantly keep the plan up to date as our lives are frequently changing.

Jenny holds her CERTIFIED FINANCIAL PLANNER™ certification. This designation provides Jenny with a wealth of knowledge on a wide variety of topics such as education, retirement, tax, and estate planning, which allows her to provide the highest quality of advice to clients. She also holds both her Series 7 and 66 FINRA securities licenses.

Jenny graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in Business Administration. She was a Johnston Scholar and received this esteemed scholarship based on her outstanding leadership background. She resides in Charlotte, North Carolina and enjoys golfing, water skiing, reading and hanging out with her dog Jax in her free time.

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Nick Peterson

Nick Peterson

Client Relationship Director, Vice President 

 

Nick has been an integral part of the Young & Associate’s team since 2018, and has been in the industry since 2012. He values the team’s philosophy of taking a comprehensive planning approach that is custom tailored to the specific needs of our high-net worth clients ranging from advanced estate planning, tax planning, legacy planning, and protecting family wealth. Nick is the primary point of contact for help with retirement plans, 401(k) plans, alternative investments, annuities and insurance, and helps support the teams’ financial planners. He is currently studying for his CFP to obtain the industry standard professional designation to assist with planning. 

Nick earned his Bachelor’s degree in Finance from SJSU in 2012 and has been in the Wealth Management industry since. He holds his Series 7, 63, and 65 FINRA securities licenses; California Life, Health, and Long-Term Care insurance licenses; and variable contracts insurance license. 

While not working with clients and the team – Nick enjoys discovering new restaurants to share with friends and family, driving on scenic mountain roads in his project car, staying active with outdoor activities ranging from snowboarding to target shooting, and spending time with his Doberman, Rambo. 

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Sarah Mijts

Sarah Mijts

Business Practice Manager, Vice President 

 

Sarah has been in the Financial Services industry since 2006 and joined the Young & Associates Team in 2021, bringing 14 years of compliance and operations experience to the team. Prior to joining the team, Sarah was the Assistant Field Support Manage with Wells Fargo Advisors, overseeing large teams of Financial Advisors and their support staff.  Sarah is responsible for managing the team and escalating any complex issues or requests. 

Sarah holds a bachelor’s degree in Anthropology from the University of Minnesota - Twin Cities.  She is Series 7, 66, and 9/10-licensed and brings to the team her wealth of knowledge in industry rules and regulations, as well as operations coordination.

Sarah lives in San Carlos with her husband, daughter and senior Chihuahua. In her spare time, she enjoys playing tennis, gardening, reading and crafting.  

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Cassidy Liu

Cassidy Liu

Senior Client Service Associate  

 

Cassidy started her career in the financial industry in 2012 and joined the Young & Associates Team in 2022, bringing over 10 years of industry experience and knowledge to the team. Prior to joining the team, Cassidy served as Regional Support Specialist and worked as field support at Wells Fargo Advisors. Cassidy is excited to apply her expertise to assist our clients in account opening and reporting, assisting with wires and money movement, and scheduling.

Cassidy holds a bachelor’s degree in Business Administration from University of San Diego. She is Series 7, 63, 65, 9/10- licensed, and brings to the team her wealth and banking knowledge.

In her spare time, Cassidy enjoys watching movies, cooking and traveling. She loves to travel and explore the wonders of the world. Cassidy can read, write and speak fluently in Mandarin.

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Hao Dong

Hao Dong

Associate, Analyst

 

Hao Dong brings 9 years of industry experience to his role as a private wealth analyst for the Young & Associates team. Hao started his career as a client service associate at Morgan Stanley before transitioning to an analyst role at Sand Hill Global Advisors where he conducted portfolio analysis and trading operations. 

Hao attended Santa Clara University and graduated with a B.S. in Economics. He is actively seeking his CFA charter. When he is not studying, Hao spends much of his free time with his family and playing tennis or golf.

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