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Mark Young (CFP®, CPA)

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

  • AUM
  • Baby Boomers
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

With my background as both a CPA and CFP®, our unique specialty is how we blend tax planning, retirement planning, and investment strategy into one cohesive plan. This level of integration creates better outcomes for our clients because it ensures that no part of your financial life is handled in a vacuum. By analyzing how investment choices impact your tax return and how retirement withdrawals affect your long-term spending, we provide a coordinated strategy that protects and grows your wealth. This approach is especially valuable for navigating complex areas like equity compensation and stock options, where seeing the whole picture is essential to making smart, tax-efficient decisions.

Additional Information

Mark Young believes that wealth management is about more than just numbers—it’s about the peace of mind that comes from a plan you can trust. As both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®), Mark provides a unique, tax-centric approach to wealth management that most traditional advisors overlook. With a career spanning over 40 years, Mark has navigated every type of market cycle, offering a seasoned perspective to clients seeking long-term financial freedom. He specializes in stripping away the complexity of financial planning and replacing it with a clear, tax-efficient roadmap tailored to each client's unique goals. When he is not in the office helping clients, Mark stays active on the pickleball courts, hiking local trails, or traveling with his family.

NAPFA Start Date

January 20, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

11622 El Camino Real, Suite 100 San Diego, CA 92130 Phone: (858) 450-3200
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