Primary Contacts

Peninsula office

1245 Roble Road,
Millbrae, California 94030
Telephone:(650) 652-9150
FAX:(650) 652-9152

Our Location


San Francisco.

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A Few Words About Us

Guy Young has lived in the Bay Area his entire life. He attended Burlingame High School, and U.C. Berkeley where he studied Business Administration and History. He played on the Golf Team, and graduated from Cal in 1982.

For more than thirty five years, Guy has been in the investment and insurance business. He started as a broker with Davis Skaggs & Company, which was bought out by Shearson Lehman Brothers. He worked for regional brokerage firms before founding Young Financial & Insurance Services in 1995.

Guy Young

His practice has developed over the years from traditional brokerage to that of an Investment Advisor. Over the thirty five year period he has had the benefit of working with some of the most respected people in San Francisco’s financial community.

Guy is a Registered Investment Advisor with the California Department of Business Oversight (DBO), (formerly known as the California Department of Corporations.) He also has the following: California Department of Insurance, Insurance Agent License (#0A99946); California Department of Real Estate, Broker License.

Because of his diverse financial training and experience, he has been called upon to testify in court as an expert witness on the subjects of stocks, bonds, mutual funds, and the option markets. He has been a member of The Olympic Club since 1974.


Additional Information

Purchase or sale orders cannot be accepted via email.

Please call our offices at (650) 652-9150. 
If we are unavailable, and the matter pertains to insurance, please contact the respective insurance company. 
If it pertains to securities, please contact the custodial firm at the phone number listed on your current statement.

Recent Articles

As seen in FORBES, May 11, 2009
A Registered Investment Advisor Firm Specializing in Risk-Averse Investment, Asset Management and Insurance Strategies