Ameriprise Financial

Michelle Young joined Ameriprise Financial, then known as
American Express Financial advisors, in 1999 and later formed
CONFETTI WEALTH. Building on the company’s tradition
of comprehensive financial planning, Michelle developed a
standard of service that forged long-term client relationships.
Over the years, the team continued to evolve with the addition
of experienced staff and additional financial advisors. This
confluence of talent greatly enhances the client experience by
leveraging additional thought capital to provide consistently
well-rounded advice.
Client visits are shaped by detailed and engaging discussions
around key areas of financial planning, including cash flow
management, tax control strategies, wealth accumulation,
retirement planning and capital preservation. As a result, the
team routinely earns marks for client satisfaction and retention.
Clients appreciate not only the thoughtful and timely advice they
receive, but also the additional suite of services that are offered,
including education events, client appreciation events, volunteer
work, and quarterly newsletters focusing on current market
trends and changes.
Confetti Wealth works tirelessly to improve its systems and
processes with the sole purpose of creating a better client
experience in mind. The better that we can serve, the more we
are able to help our clients feel confident about achieving their
financial goals. In the end, this will allow us to act on our mission
of creating more to celebrate in your financial life.
RIGHT ADVISOR – RIGHT ADVICE – RIGHT FIRM.

Qualifications:
CFP® or CERTIFIED FINANCIAL PLANNER® certification
BFA™ Behavioral Financial Advisor
ChFC® Chartered Financial Consultant®
CDFA® Certified Divorce Financial Analyst
ADPA™ Accredited Domestic Partnership Advisor™
APMA® Accredited Portfolio Management Advisor™
CRPC™ Chartered Retirement Planning Counselor™
CLTC® Certified Long Term Care
MPAS™ Master Planner Advanced Studies™

Awards & recognition
Barron’s Top 100 Women Financial Advisors, 2022-2025
Barron’s Top 100 Independent Financial Advisors, 2023, 2025
Confetti Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025
Forbes Best-in-State Women Wealth Advisors, 2022-2025
Barron’s Top 1,200 Financial Advisors, 2021-2025
Forbes Best-in-State Wealth Advisors, 2018-2025
AdvisorHub Advisors to Watch (under $1Bil), 2024, 2025
Ameriprise Ultimate Digital Excellence Award, 2024
AdvisorHub Women Advisors to Watch, 2022, 2023
Forbes Top Women Wealth Advisors, 2018, 2020-2021
Women Certified, Inc. Women's Choice Award - Financial Advisor, 2019-2025
Ameriprise Circle of Success Hall of Fame, 2022
Five Star Wealth Manager, 2012 - 2025
Confetti Wealth, Ameriprise Client Experience Award, 2020-2024
Ameriprise Circle of Success Chairman’s Advisory Council, 2014-2020, 2022-2025
Working Mother Top Wealth Advisor Moms, 2018-2021
Ameriprise Circle of Success, 2002 - 2024
Ameriprise Diamond Ring Club, 2014

Areas of focus
Retirement Planning Strategies
Investment Management
Executive Compensation and Benefit Strategies
Family Finances
Social Security Retirement Benefits
Women's Financial Strategies
Employee Stock Options
Divorce Financial Planning
Estate Planning Strategies
Tax Planning Strategies
Saving for Education
Small Business
Wealth Preservation Strategies
Cash Flow Management Strategies
Retirement Plan Distribution
Retirement Income Strategies
Investments
Domestic Partner Planning
Sustainable and Responsible Investing
Charitable Giving
Insurance

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. We are committed to understanding your goals and are here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.