Diane Young, AIF®
Managing Partner|Wealth Manager|Financial Advisor|Financial Planner at Arrowroot Family Office- Claim this Profile
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Bio
Bonnie Reyes
Diane is an incredible financial advisor. She makes complex financial transactions easy to understand and her communication skills are exceptional. I had the pleasure of working with Diane for 4 years on the Finance Committee of the Girl Scouts; she gave so generously of her time and talents to help ensure Girl Scouts continues to offers outstanding leadership and development opportunities to young women.
Alice Young
Diane has been very helpful in helping me grow my CPA practice. She has been especially helpful with working with my clients for their retirement questions.
Bonnie Reyes
Diane is an incredible financial advisor. She makes complex financial transactions easy to understand and her communication skills are exceptional. I had the pleasure of working with Diane for 4 years on the Finance Committee of the Girl Scouts; she gave so generously of her time and talents to help ensure Girl Scouts continues to offers outstanding leadership and development opportunities to young women.
Alice Young
Diane has been very helpful in helping me grow my CPA practice. She has been especially helpful with working with my clients for their retirement questions.
Bonnie Reyes
Diane is an incredible financial advisor. She makes complex financial transactions easy to understand and her communication skills are exceptional. I had the pleasure of working with Diane for 4 years on the Finance Committee of the Girl Scouts; she gave so generously of her time and talents to help ensure Girl Scouts continues to offers outstanding leadership and development opportunities to young women.
Alice Young
Diane has been very helpful in helping me grow my CPA practice. She has been especially helpful with working with my clients for their retirement questions.
Bonnie Reyes
Diane is an incredible financial advisor. She makes complex financial transactions easy to understand and her communication skills are exceptional. I had the pleasure of working with Diane for 4 years on the Finance Committee of the Girl Scouts; she gave so generously of her time and talents to help ensure Girl Scouts continues to offers outstanding leadership and development opportunities to young women.
Alice Young
Diane has been very helpful in helping me grow my CPA practice. She has been especially helpful with working with my clients for their retirement questions.
Credentials
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Five Star Wealth Manager- Five
Five Star Wealth ManagerFeb, 2023- Nov, 2024 -
Accredited Investment Fiduciary
American National Standards InstituteJan, 2023- Nov, 2024
Experience
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Arrowroot Family Office
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United States
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Investment Management
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1 - 100 Employee
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Managing Partner|Wealth Manager|Financial Advisor|Financial Planner
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Jan 2021 - Present
Arrowroot Family Office and The Athena Financial Group merged in January 2021 creating a registered investment advisory firm with approximately $300 million under management. The firm serves business owners, executives, and professionals with complex financial planning and investment needs. Arrowroot Family Office and The Athena Financial Group merged in January 2021 creating a registered investment advisory firm with approximately $300 million under management. The firm serves business owners, executives, and professionals with complex financial planning and investment needs.
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The Athena Financial Group| Rochester|Rochester Hills Michigan
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705 Barclay Circle Suite 125, Rochester Hills, MI 48307
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President and Owner, Financial Planner|Advisor|Wealth Manager|Tax Planning Strategies
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May 2004 - Jan 2021
The Athena Financial Group is an independent financial services firm helping women business owners, professionals, and executives create financial security. We know that women are generally marginalized at many financial institutions so we make sure you receive the education and treatment you desire and deserve. We specialize in financial planning, investment planning, asset allocation, wealth management. We provide an environment that will empower you and encourage your to take charge of your financial future. We served not only Rochester|Rochester Hills,and throughout the state of Michigan but also several other states including New York, Ohio, Indiana, Florida, Kentucky, California, Massachusetts, Connecticut, and Rhodes Island.
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Director of Financial Planning|Financial Planner|Financial Advisor|Professional Trainer|
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May 2000 - May 2004
Oversaw the launching and implementation of the financial planning initiatives for the mid-west region including training 125 financial professionals. Served on the AXA Advisors Council of Women Oversaw the launching and implementation of the financial planning initiatives for the mid-west region including training 125 financial professionals. Served on the AXA Advisors Council of Women
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Washington Square Securities
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Greater New York City Area
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Associate Regional Manager|Financial Planner|Financial Advisor|Management
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Apr 1998 - Jan 2000
Assisting the regional manager with compliance and sales training. Assisted with compliance reviews of over 100 financial professionals. In addition, had a private financial planning practice in the greater NYC area. Assisting the regional manager with compliance and sales training. Assisted with compliance reviews of over 100 financial professionals. In addition, had a private financial planning practice in the greater NYC area.
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New York University
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Higher Education
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700 & Above Employee
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Instructor
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Jan 1996 - Jan 1999
Taught an overview course on financial planning as part of the CFP designation program for NY University. Covered area's of investment planning, estate planning, basic financial planning and how to develop an overall strategy for clients. Taught an overview course on financial planning as part of the CFP designation program for NY University. Covered area's of investment planning, estate planning, basic financial planning and how to develop an overall strategy for clients.
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Meyer and Mayer
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Greater New York City Area
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Investment Manager
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Jan 1996 - Jan 1998
Oversaw the implementation of the broker/dealer initiative for the firm including recruiting and training associates. In addition, assisted in sales and marketing the firm. Handled training of new financial and investment professionals. FINRA licensing and working as liaison with investment firms. Oversaw the implementation of the broker/dealer initiative for the firm including recruiting and training associates. In addition, assisted in sales and marketing the firm. Handled training of new financial and investment professionals. FINRA licensing and working as liaison with investment firms.
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Penn Mutual
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United States
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Insurance
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700 & Above Employee
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Sales Manager|Financial Planner|Wealth Management
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Jan 1992 - Jan 1996
Was top producing sales manager for the company. Recruited and trained new associates as well as had a private clientele. Achieved Top Sales Manager award and was honored at National Conference in Vancouver. Was top producing sales manager for the company. Recruited and trained new associates as well as had a private clientele. Achieved Top Sales Manager award and was honored at National Conference in Vancouver.
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Education
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1989 - 1991
State University of New York at Stony Brook
BA, Anthropology -
1983 - 1986
Oakland University
Anthropology -
1980 - 1983
Romeo High School
Diploma
Community
