Delzio Young Financial Group

Biography

Paul Delzio
Managing Director Investments, Partner
CA Insurance Lic. #0I68600

Paul became a registered financial advisor in 2013. He collaborates with other professionals including CPAs, estate planning attorneys, insurance specialists, and philanthropists to ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. Paul holds a Bachelor’s degree in Mechanical Engineering from Brown University, and received his MBA in International Finance from George Washington University.

April Young
VP, Branch Manager, Partner
CA Insurance Lic. #4038506

April has over 20 years of industry experience and first began her career at AG Edwards, which eventually transitioned to Wells Fargo Advisors, before joining Wedbush in 2011. Working with clients to develop strategic investment plans to realize their financial goals is paramount to her approach. April’s two decades of experience with every aspect of front and back office, management and sales support make her an added asset to the team. As a lifelong resident of the Greater Sacramento area, April attended California State University of Sacramento and obtained a degree in Business.

Patricia Arendt
Registered Client Associate

Patricia has been working in Financial Services since 1989 and became a Registered Client Services Associate in 1998. She prides herself as being a reliable problem solver for the team’s clients. Patricia is Northern California through and through; originally from San Francisco, has been living in Sacramento since 1992, and she earned her Bachelor’s degree in Human Development from U.C. Davis. She holds her series 6 and 63 securities licenses.

OUR LOCATIONS

Roseville Office 2999 Douglas Blvd Suite 260 Roseville, CA 95661

San Francisco Office 600 Montgomery Street 29th Floor San Francisco, CA 94111

Redwood City Office 303 Twin Dolphin Drive Suite 600 Redwood City, CA 94065

Sacramento Office 445 Capitol Mall Suite 150 Sacramento, CA 95814

SPECIALIZATIONS

• Alternative Investments
• Charitable Giving
• College Funding Strategies
• Estate Planning
• Insurance Solutions
• Municipal Bonds
• Retirement Planning
• Wealth Management

Mission Statement

Committed to our clients, dedicated to protecting their assets, and striving to grow their financial success, supported by a firm built on experience, stability, continuity, innovation and financial safety.