Boaz joined Rockefeller in May of 2022 as a Vice President, Client Relationship Director and has been with Young and Associates since 2008. Boaz has a wide breadth of experience working with 6 different firms across the financial services industry learning the intricacies of servicing the unique needs of high-net-worth families for close to two decades. He engages with clients on all aspects of financial planning including retirement planning, stock plan administration, annuities & insurance offerings, alternative investments, philanthropy planning and advanced estate planning strategies . He is also the emergency/backup contact if Cheryl is unavailable.
A member of the financial services industry since 2004, Boaz holds Series 7 and 66 securities licenses; California Life, Health and Long-Term Care Insurance Licenses; Variable Contracts Insurance License; and is pursuing the Certified Financial Planner™ designation. Boaz is a graduate of the University of California, San Diego, where he earned a B.A. in Economics.
Boaz lives in Millbrae with his wife Vanessa and his two sons who have grown up as part of the Young and Associates family. He is an avid Bay area sports fan and enjoys hiking/camping, playing basketball, aspiring to cook as well as his relatives in the restaurant industry, and gardening to swap goodies with Wey.