Elias Young (CFP®)

Elias Young focuses in the
following client markets or areas of practice:

AUM

Cash Flow/Budgets/Credit Issues

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Medical Professionals

Middle Income Client Needs

Planning Specialties

Comprehensive Financial Planning

Pre-Retirees

Retirees

Retirement

Retirement Income Management

Retirement Planning

Investment Planning

Investment Management/ Wealth Management

Asset Allocation

Inheritance

Highly Diversified Investing

Socially Responsible Investing

Irregular Income

Mutual Funds

Working Professionals

Young Professionals

College Planning

Budgeting

Debt Management

Additional Information

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 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.