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Rob Young
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Rob Young

Blue Dot Wealth Management
Chapter: BNI Morning Mulligans

Financial, Financial Advisor

My BusinessFinancial Planning, Asset Management, Investment Management, Retirement Planning, Retirement Plans, Wealth Management, 401(k) Plans, Retirement, Life Insurance, Long Term Care Insurance

Ideal ReferralBusiness Owners with between 10 and 200 employees, Couples that need help organizing their financial future and creating a vision for that future.

Top ProductThere is no such thing. All people are different and deserve a custom solution tailored to their needs

Top Problem SolvedHelping a local business owner sell her business at the age of 35 and create a secure financial future while starting up her next entrepreneural venture.

My Favorite BNI StoryOne of my largest relationships came from the massage therapist in our chapter. You never know who knows who.

My Ideal Referral PartnerCPAs, Estate Planning Attorneys, Recruiters, Real Estate Agents, P&C Agents, Payroll Specialists