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Young & Associates

Welcome to the Rockefeller Global Family Office

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

(415)-830-5790

Three Embarcadero Center
Suite 1610
San Francisco, CA 94111

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

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

 

Cheryl Young, CFP®, ChFC®, CPM®

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

Boaz Chan

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

Jennifer Seacrist

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

Sarah Mijts

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

Jenny Young, CFP®

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

Wey Lim

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

Nick Peterson

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

Cassidy Liu

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

Hao Dong

Associate, Private Wealth Analyst
HDong@rockco.com
(669)-499-4488

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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.

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.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

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.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

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

Concierge Healthcare
• 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
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

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.

Our Ideas
Planning in a Challenging Market
Planning in a Challenging Market
Rockefeller Insights
Uniquely Rockefeller Special Client Event – Jack Brennan
Uniquely Rockefeller Special Client Event – Jack Brennan
A Conversation with Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Gregory Fleming joins CNBC's "Squawk Box"
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Cheryl Young, CFP®, ChFC®, CPM®

Cheryl Young, CFP®, ChFC®, CPM®

Managing Director, Private Wealth Advisor

 

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.

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Boaz Chan

Boaz Chan

Vice President, Client Relationship Director 

 

Boaz joined Rockefeller in May of 2022 as a Vice President, Client Relationship Director and has been with Young and Associates since 2008. Boaz works diligently with the Team’s advisor and clients to address the unique needs of high-net-worth families and small businesses. Clients can contact Boaz with any general financial planning questions, analysis updates, estate planning, and insurance needs. 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 is an avid Bay area sports fan and enjoys supporting his teams. He lives in Campbell with his wife Vanessa and his two sons.

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Wey Lim

Wey Lim

Vice President, Client Relationship Director 

 

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

Vice President, Client Relationship Director 

 

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®

Analyst, 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

 Vice President, Client Relationship Director

 

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

Vice President, Business Practice Manager

 

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

Associate, 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, Private Wealth 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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