Elias Young, CFP^®

Financial Planner

3220 W Ina Rd, #12104
Tucson, AZ 85741

FINANCIAL ADVISOR'S WEBSITE

https://www.linkedin.com/in/elias-young-2a5020a2/

CONNECT WITH Elias

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am Fee-Only, and may charge by AUM, Flat Fee, or Hourly depending on the specific services being utilized.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Website

General

Elias Young is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Tucson, AZ and the surrounding communities.

Financial Advisor Overview

At StepStone Financial Planning, we believe that being a successful financial planning firm doesn't require high-volume, impersonal services. StepStone Financial Planning focuses on building strong, personalized relationships with a limited number of clients, ensuring that you receive the attention you deserve. Working with StepStone Financial Planning provides you with a 1-to-1 relationship with an advisor who takes the time to understand your unique financial situation and goals. Navigating the complex world of finance can be overwhelming. With so much information available, it can be hard to know what advice to trust or how it applies to your individual needs. We can help you create and implement a financial plan tailored to your situation, helping you avoid spending countless hours sifting through all the information out there. We are bound by law to act in your best interest, ensuring that all our recommendations are in your favor, and free from the influence of third-party commissions or product sales.

Financial Advisor Experience

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 Bachelor 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 firm's 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 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth