Top Wealth + Best-in-State · rank 1 · Los Gatos, California · listed firm: Rockefeller Capital Management
Identity & firm
- Firm — Rockefeller Capital Management (Rockefeller Global Family Office) (high)
- “Cheryl Young, CFP®, ChFC®, CPM®, has been a financial advisor since 1998 and joined Rockefeller Global Family Office with her practice Young & Associates in 2022.” — firm_official
- “"firmName": "ROCKEFELLER FINANCIAL LLC", "iaOnly": "N", "registrationBeginDate": "5/11/2022"” — sec_finra_regulatory
- Parent company — independent (medium)
- “Cheryl Young, CFP®, ChFC®, CPM®, has been a financial advisor since 1998 and joined Rockefeller Global Family Office with her practice Young & Associates in 2022.” — firm_official
- Firm type — hybrid_ria (high)
- “"firmName": "ROCKEFELLER FINANCIAL LLC", "iaOnly": "N", "registrationBeginDate": "5/11/2022", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "114033", "iaSECNumberType": "801", "bdSECNumber": "70054"” — sec_finra_regulatory
- Team name — Young & Associates (high)
- “Life’s grandest visions require thoughtful plans. At Young & Associates, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth.” — firm_official
- Team size — 9 (high)
- “Meet Our Team Cheryl Young, CFP®, ChFC®, CPM® Private Advisor, Managing Director Boaz Chan Team Chief Wealth Planner, Senior Vice President Jennifer Seacrist Team Business Manager, Senior Vice President Wey Lim Team Chie” — firm_official
- CRD — 3065471 (high)
- “"basicInformation": {"individualId": 3065471, "firstName": "CHERYL", "middleName": "LYNN", "lastName": "YOUNG", "otherNames": ["CHERYL LYNN SITZE", "CHERYL L YOUNG"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 28 (high)
- “"daysInIndustryCalculatedDate": "7/28/1998"” — sec_finra_regulatory
- “Cheryl Young, CFP®, ChFC®, CPM®, has been a financial advisor since 1998 and joined Rockefeller Global Family Office with her practice Young & Associates in 2022.” — firm_official
- Designations — CFP, ChFC, other:CPM (Certified Portfolio Manager) (high)
- “Cheryl Young, CFP®, ChFC®, CPM® Private Advisor, Managing Director” — firm_official
- “Cheryl earned her Certified Portfolio Manager Certification through Columbia University’s Masters of Engineering School in 2013.” — firm_official
Book of business
- Team AUM ($M) — 2200 (high)
- “Team Assets (Custodied): $2.2B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 155 (high)
- “Typical Net Worth of Relationships: $10-300M” — forbes_shook
- Client niche — Silicon Valley and Lake Tahoe entrepreneurs, executives, engineers and professional athletes; stock option planning (high)
- “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, ex” — firm_official
- Custodians — gap: not_public
- Fee model — fee_plus_commission (medium)
- “"firmName": "ROCKEFELLER FINANCIAL LLC", "iaOnly": "N", "registrationBeginDate": "5/11/2022", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.rockco.com/young-associates/ (high)
- “Life’s grandest visions require thoughtful plans. At Young & Associates, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth.” — firm_official
- Value proposition (verbatim) — Life’s grandest visions require thoughtful plans. At Young & Associates, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service. (high)
- “Life’s grandest visions require thoughtful plans. At Young & Associates, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provi” — firm_official
- Differentiators — Adapts to client needs at every stage of wealth, Open-architecture platform of traditional, alternative and select private investments, Family office solutions incl. bill concierge, tax prep and bespoke reporting, Lifestyle Advisory: concierge healthcare, private aviation, fine art and auction access, Next Gen Financial Education created with and for the Rockefeller Family (high)
- “Bespoke investment strategies aligned to whatever your financial objectives may be. Our clients gain access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset ” — firm_official
- “Through our curated Rockefeller Lifestyle Advisory partners, we provide our clients with access to exclusive experiences, and concierge services so you can focus on the people and passions that matter most to you.” — firm_official
- Content marketing — occasional (medium)
- “IN THE NEWS - August 26, 2025 Stocks are overvalued and market optimism may be misplaced, says Rockefeller Global’s Cheryl Young” — firm_official
- “Cheryl is a regular commentator on CNBC, and she has been widely recognized and quoted as a leading wealth advisor in top-tier publications including The Wall Street Journal, Forbes, Barron’s, Financial Times, On Wall St” — firm_official
- Has podcast — no (high)
- “IN THE NEWS - February 27, 2023 Head to Head: A Conversation with Top Advisor, Cheryl Young” — firm_official
- Books published — 0 (medium)
- “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.” — firm_official
- Linkedin url — https://www.linkedin.com/in/cheryly/ (medium)
- “Cheryl Young - San Francisco Bay Area | Professional Profile | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Cheryl Young on LinkedIn: Such an honor, and certainly a credit both to my amazing team and my…” — social_or_third_party_db
- Press awards — Barron's Hall of Fame (2023), Barron's Top 100 Women Advisors — named annually for more than a decade, Barron's Top 1200 Financial Advisors (State by State), 2024, Barron's Top Teams, 2024, Working Mother Magazine — #1 wealth advisor moms (high)
- “She has been named annually to Barron’s Top 100 Women Advisors for more than a decade and recognized every year on Forbes’ Top Wealth Advisors list since its inception. In recognition of her sustained excellence, she was” — firm_official
- “2023 Barron's Hall of Fame” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “