Elias Young, CFP®
Helping Clients Navigate Their Finances
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Stepstone Financial Planning
Elias Young, CFP®
Tucson, AZ
Serving Clients Nationwide
Helping Clients Navigate Their Finances
Areas of Focus
- Investment Management
- Owning a Business
- Retirement Planning
- Setting Up Retirement Accounts
- Tax-Smart Distribution Planning
About Me
Hi, I'm Elias Young. I am an independent 'Fee-Only' financial planner and advisor. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build.My background is in finance and financial planning. After receiving my Bachelors of Science degree from Sacramento State's Financial Planning program, I continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials including The CERTIFIED FINANCIAL PLANNER® marks also known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning.
With my prior firm I was responsible for creating many of the most complex financial plans. Additionally, I was on the firms Investment Committee, playing a role in the direction of the various portfolio allocations and recommendations that were used for clients.
I also provide outsourced financial planning services for other advisors through Foundation Financial Planning. In doing this work, I continue to improve and hone my own planning skills by gaining valuable insight into how financial plans are done with a firm that specializes in doing plans for all sorts of advisors.
I currently reside in Tucson Arizona, with my wife and young growing family. In my free time I enjoy spending time with my family, exploring the outdoors, BBQing, and tinkering with things around the house.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
3091 W Ina Rd, Tucson, AZ 85741, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
Offers Investment Management
Yes
About our Firm
Stepstone Financial Planning is a fee-only firm. We provide comprehensive financial plans that help work towards optimizing your financial health, and helping to make sure you are on track to meet your financial goals. Financial plans are also used to make sure your investments are optimized for your personal needs.Our Services
✔️ Financial Planning
✔️ Wealth Management
✔️ Retirement Planning
✔️ Financial Analysis
✔️ Financial Advisory
Education
Sacramento State College of Business, Bachelor of Business Administration - BBA, Finance, Financial Planning | Sacramento City College, Business Administration and Management, General
Hobbies and Interests
- Baseball
- Church
- Exercising
- Family
- Golf
- Grilling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Government Employees
- Living in Retirement
- Physicians
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