Jacob Young, CFP®

Jacob Young is an independent financial planner that has been helping clients meet their financial needs since 1996. Jacob learned about the world of investments from his father, who was also a financial planner. After earning his Bachelors of Science degree in International Finance from California State University Sacramento, he began building his own financial planning practice, working primarily with educators and business owners.

Jacob has since earned his CERTIFIED FINANCIAL PLANNER™ certification (CFP®). This designation requires a mastery of skills in seven different disciplines including financial planning, investment management, estate planning, tax planning, qualified retirement plans, employee benefits, and insurance.

Jacob believes that clients are best served through a full financial overview, followed by a discussion of investment possibilities. Jacob currently manages over $100 million in client assets. He enjoys the personal connections he makes with each of his clients as well as learning more about their past, present and what they expect for the future.

As an independent financial planner, Jacob and his team are not obligated or under pressure to meet sales goals, recommend specific property products, or sell investments from a broker's inventory. Being an independent advisor allows him to align his investment recommendation with his client's goals and planning needs.

CA Insurance License # 0B91297