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WEALTH MANAGEMENT

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ESTATE PLANNING & LIFE TRANSITIONS

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TAX EFFICIENCY PLANNING

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RETIREMENT PLANNING

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JACOB YOUNG FINANCIAL SERVICES

Clarity | Balance | Growth


Jacob Young Financial has been committed to serving individuals, families and businesses in the Santa Cruz area and beyond since 2000. We are dedicated to developing life-long relationships with our clients through comprehensive financial guidance, independent advice and personalized service. As one of the most respected independent financial planning firms in Santa Cruz County, our reputation thrives on our high-level of client satisfaction.

We offer all-encompassing services and provide ongoing financial planning advice and wealth management to bring clarity, balance and growth to your financial future. From growing your wealth to planning for your family’s future, Jacob Young Financial is striving to become Santa Cruz County’s preeminent investment planning firm.  

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