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Personalized Wealth Management

We provide an unparalleled experience in superior wealth management and financial planning, and we are entrusted with safeguarding and enhancing the legacy of those we serve.


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Building Legacies, One Plan at a Time

Building Legacies, One Plan at a Time

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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Getting Your Pieces in Order

Getting Your Pieces in Order

If you are like some people, your current financial picture may be a jumble of separate, individual pieces without common objectives. Our unique planning process merges each segment to form a complete, interlocking whole.


Each step in the financial planning process helps streamline the separate parts of your financial picture into a customized plan. The ultimate objective is to organize each individual piece of your financial puzzle into a single, united, collaborative picture. Let us show you what we can do for you.

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement Planning

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Tax Efficiency Planning

Wealth-building strategies for professionals

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Estate Planning & Life Transitions

Strategies for every phase of life

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Schedule a Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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