Meet the Investment Team Colby Young, CFP®
Senior Wealth Advisor
Colby Young is a wealth advisor serving the Richfield areas. He has been with Mountain America Investment Services since 2008. Prior to joining the investment services team, he spent about one year with Fidelity Investments.
Colby is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He specializes in retirement planning, investment planning and developing customized financial strategies for clients. Focusing on the client's goals, he educates them on the many areas of financial planning, then helps them implement and continually monitor their plan. He enjoys working with people and strives to create positive relationships with mutual trust and respect.
During his free time, Colby enjoys tennis, cycling, golf, skiing, classic rock and food. He lives with his wife and four daughters in Orem.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Bachelor of Science—Utah Valley University
- Series 7
- Series 63
- Series 66
- Utah Life and Health Insurance License
Branches served
Richfield: Main StreetCONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
