Elias Young, CFP®
Helping Clients Navigate Their Finances
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Wellspring Financial Partners
Elias Young, CFP®
Tucson, AZ
Helping Clients Navigate Their Finances
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
I am a financial planner and advisor at Wellspring Financial Partners, an independent 'Fee-Only' firm. 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 have continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials including The CERTIFIED FINANCIAL PLANNER™ marks or otherwise known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning.
During the last several years I have been responsible for creating many of the more sophisticated and complex financial plans for Wellspring. For all our clients the goal is the same, to take an in depth look at what it will take to achieve your goals today, tomorrow, and far beyond and then prepare the blueprint to make that happen. Additionally, I am a member of Wellspring’s Investment Committee, ensuring that our portfolio allocations and recommendations continue to deliver low-cost, high-quality strategies with the goal of achieving the highest probability of success.
The services I provide include investment analysis, wealth management, and preparation of comprehensive financial plans. I aim to help answer questions such as;
(a) “Will I be able to accomplish the most important goals I have, and how should I be investing to achieve them?”
(b) “What are the tradeoffs I might have to make to do what’s most important to me?”
(c) "Eventually I would like to retire, am I saving enough for retirement and when will I be able to retire?"
(d) “Any additional questions you may have”
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
- Financial Planning Association
Primary Location
4703 E. Camp Lowell Drive Suite 135 Tucson, AZ 85712
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
Education
Sacramento State University, B.S. Business Administration (Finance)
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Gen X
- Government Employees
- Investors
- Military
- Physicians
- Real Estate Agents
- Remote Workers
- Widow
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