Dalyce Young is the Director of Client Experience and co-founder of Class VI Family Office LLC (formerly known as CVA Family Office) since its inception as a Registered Investment Advisory firm in September 2016. At Class VI our goal is to develop deep and long-lasting relationships with our entrepreneurial clients, earning the role of trusted advisor for all facets of the family’s financial and legacy aspirations.
Dalyce is actively engaged through all phases of client relationships – from onboarding to account servicing, investment reviews, and ongoing management of wealth issues – ensuring a superior level of service and attention to our client families. As a Certified Financial Planner, she works with Class VI clients to solve for retirement, cash flow, education funding, tax & estate planning, and other financial goals. Along with improving and enhancing the client experience, Dalyce is also a key promoter of Class VI culture within the office, fostering a positive employee experience with team events, celebrations, and baked goods.
Prior to joining Class VI Partners, Dalyce was a Financial Planner with Key Private Bank, where she spent 7 years working with business owners, entrepreneurs and other high net worth individuals and families. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2014. A native of the Pacific Northwest, Dalyce graduated from Whitworth University in Spokane, WA with a degree in Sociology and Spanish. She has spent time living in Costa Rica and loves to travel there, as well as other domestic and international destinations.