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Episode 227: Breaking Barriers in Finance

Nathan Young of The Rosselot Financial Group

“I think younger generations are realizing that if they want wealth and financial knowledge to transfer, they have to start talking about money. It’s becoming more common, and that’s a good thing.” – Nathan Young

Don’t miss this episode of Cambridge Stronger as Nathan Young, Financial Advisor at The Rosselot Financial Group, shares his journey into financial advising. Inspired by his father’s financial challenges, Nathan set out to help others achieve financial security through education, networking, and a strong support system. He also discusses the importance of open conversations about money and how building the right team has shaped his success.

In Episode 227: Breaking Barriers in Finance, Nathan discusses:

  • His path to The Rosselot Financial Group and the power of networking
  • The growing movement toward financial education and transparency
  • His niche working with Certified Registered Nurse Anesthetists (CRNAs) and how referrals and digital presence fuel his success

Listen now to hear Nathan’s insights on the evolving financial landscape and how he’s redefining wealth management for future generations!

About Nathan Young 

Nathan is from the west side of Cincinnati and still resides there today. He graduated from Oak Hills High School – where he bowled, wrestled, and played baseball. After high school, Nathan joined Carl H. Lindner College of Business at the University of Cincinnati. This allowed him to search for a career that aligned with his values and abilities through internships and classes. In this search he quickly came to realize that based off his passions for helping others and interest in investing, that the path of becoming a financial advisor/planner was becoming clear. Nathan knows that this career path will allow him to enjoy his work every day while also making meaningful connections with other members in his community. This led him to apprenticing with The Rosselot Family Group (RFG), as they matched his values and were willing to give support for his future aspirations.

Nathan graduated from the Carl H. Lindner College of Business in 2021 and is now working full-time at RFG to grow into a reliable financial professional!

Nathan holds the Securities Industry Essentials® (SIE®), Series 7, and Series 66 security registrations.

https://planwithrfg.com/

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Cambridge and Rosselot Financial Group are not affiliated.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

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The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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