Who is Longevity Wealth?
Longevity Wealth seeks to create a courageous culture of financial planning that is led by the goals of our clients. Longevity Wealth operates under a established west coast firm, Golden State Equity Partners.
Founder, Financial Planner
Experience, research and common sense drive my decisions. I want my clients to choose me because of my combination of empathy and high expectations, and I want them to expect exceptional service and planning outcomes. Establishing Longevity Wealth was a decision based on freedom to evolve and my desire to partner with the best.
- I began more than 3 decades ago speaking and teaching groups of retired teachers, railroad workers, state patrol and firemen. I now work with a wide range of clients that have varying concerns to address. I have continued to educate groups about the potential risk and planning outcomes of longevity. This includes volunteer work with our most struggling youth.
- I continue to meet regularly with local organizations including the King County Estate Planning Council and Senior Care Coalition.
- I have been invited to join several boards within our industry.
- Participating in outside organizations as a board member along with collaborating with other relevant professionals allows me to stay in the forefront of pertinent industry topics.
My husband and I are proudly raising 2 sons, Ryan and Matthew. We love our weekends in the garden, on a local trail or traveling to see family, friends, or far-away adventures.
Client Relationship Director, Partner
Chantal first started working with Kelli in 2005. She enjoys the work that they do together. She believes in never cutting corners and shares in the Longevity Wealth commitment that they bring to each client. Helping their clients achieve their financial goals warms Chantal’s heart. She is rewarded when she and Kelli can make a difference in the lives of their clients.
In her spare time Chantal loves spending time with her husband and 3 kids. She likes to spend time on their boat with family and friends. Her husband is a musician and she enjoys seeing him perform as well as other musicians. They love to travel whether it is just getting in the car and going out to see different parts of the country or on a plane to different parts of the world.
Jennifer runs an independent paraplanning business. She focuses solely on assisting advisors like Kelli with creating and developing financial plans. I have worked with Jennifer for more than 14 years, and her vast knowledge continues to amaze me. Her partnership with a wide range of advisors nationally brings a truly objective approach to her work. —–Jennifer’s breadth and depth of experience can be proven through the creation of over 1,000 plans in less than 14 years. She graduated with a Bachelor of Science in Public Health Administration from Indiana University with an extreme interest in accounting, hospital finance, and statistics. During her career at MetLife, she passed her series 6, 63, 65 and life/health licenses, but chose to let them lapse after leaving the company. She enjoys advancing her knowledge through participation in peer study groups and attending conferences and webinars.
She’s an avid skier and hiker, living in Bellevue, WA with her husband and two children. Jennifer travels as she often as she can to remote places in their 1984 Westfalia Vanagon. She enjoys reading all kinds of books and has been a member of a book club for over 7 years. She is a bit of a coffee snob. You would think living in the surrounding Seattle area, she would not have trouble finding good coffee. Instead She has it shipped from Kaladi Coffee Roasters in Denver – Best. Coffee. Ever.
Golden State Equity Partners
We chose GSEP for their drive to innovate with exceptional values. Golden State offers greater independence in an inclusive proactive culture.
WITH GRATITUDE: Goals are not achieved without the support of many. Longevity Wealth and Kelli Young are grateful to: My wonderful Husband and family; my guardian angels; CB, JY, KO’C, KH, BF, CC, RG and BT.