Elias Young, CFP®
Helping Clients Navigate Their Finances
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Serving Clients Nationwide
Helping Clients Navigate Their Finances
Areas of Focus
- Biblical Finance
- Business Owners
- Cash Flow
- Equity Compensation Options
- Financial Planning
- Investment Management
- Retirement Planning
- Roth Conversion Strategies
- Setting Up Retirement Accounts
- Social Security Optimization
- Tax-Efficient Planning
About Elias Young, CFP®
Hi, I'm Elias Young. I'm an independent, fee-only financial planner, which means I don't earn commissions or get paid to push certain products. As a fiduciary, I'm legally required to put your interests first, and that's really the whole point of how I work: giving you advice that's objective and actually about your full financial picture, not just one piece of it.I work with people at every stage of their financial life, whether you're still in your working years or getting close to retirement and want to make sure everything lines up the way it should. I've begun to have a particular focus on California public employees and CalPERS members, since pension timing, Social Security coordination, and public-sector benefits come with their own set of rules that don't always show up in generic financial advice.
I got my degree in Financial Planning from Sacramento State, and since then I've picked up a handful of credentials along the way, including the CFP® marks, which is the one most people in the industry point to as the standard to aim for. At my prior firm, I also sat on the Investment Committee, where I helped shape how we built and recommended portfolios.
These days I also do contracted outsourced planning work for other advisors through Foundation Financial Planning. It's given me a behind-the-scenes look at how dozens of other firms operate, and I've taken the best of what I've seen and woven it into how I work with my own clients.
Outside of work, I live in Rocklin with my wife and our young (and growing) family. When I'm not working, you'll usually find me outside, at the grill, or fixing something around the house.
I also write pretty regularly about financial planning, the markets, and topics specific to CA state workers and CalPERS. You can check that out here: https://www.forfiduciary.com/blog-elias-young
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
2340 Stanford Ranch Rd, Rocklin, CA 95677, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
Offers Investment Management
Yes
About Fiduciary Financial Advisors
Fiduciary Financial Advisors 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
- Business Owners
- Christians
- Entrepreneurs
- Government Employees
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