Jacob Young has been helping clients meet their financial needs since 1996. Jacob learned about the world of investments from his father, who was also a financial planner. After earning his Bachelor of Science degree in International Finance from California State University Sacramento he began building his own financial planning practice, working primarily with educators and business owners.
In the summer of 2000, Jacob combined his financial planning practice with Oleta Ingersoll in Watsonville, California and has been running the business since 2005 when Oleta retired. Jacob has since earned is Certified Financial Planning® designation (CFP®). This designation requires a mastery of skills in seven different disciplines including financial planning, investment management, estate planning, tax planning, qualified retirement plans, employee benefits, and insurance.
Jacob believes that clients are best served through a full financial overview, followed by a discussion of investment possibilities. Jacob currently manages over $100,000,000 in client assets. He enjoys the personal connections he makes with each of his clients as well as learning more about their past, present, and what they expect for the future.
As an independent financial advisor, Jacob is not obligated or under pressure to meet sales goals, recommend specific proprietary products, or sell investments from a broker's inventory. Being an independent advisor allows him to align his investment recommendations with his client's goals and planning needs.
Jacob grew up in Placerville, California and now lives with his wife and three children in Soquel, California. Jacob enjoys being outdoors, watching and participating in all kinds of sports, especially running and baseball, and coaching his kids in their sporting activities. He speaks both Portuguese and Spanish, loves traveling and seeing new places, and is fascinated with history, especially local history. He volunteers with Cabrillo Lions Club and helps the local schools by sponsoring a teacher of the month award and scholarship for graduating seniors.
BRANCH OFFICE: 195 Aviation Way, Suite 101, Watsonville, CA 95076