Jacob Young Financial

Jacob Young Financial is a financial planner in Watsonville, CA. The firm provides premium wealth management and financial planning services to individuals, families, and businesses throughout the Santa Cruz area and beyond. Their professional offerings include investment management, retirement planning, estate conservation, and tax-efficient coordination and planning. The firm also specializes in life and long-term care insurance, education saving, legacy planning, and risk and investment evaluation. They maintain a 5.00 rating.

Since 2000, the firm has focused on building long-term relationships through a unique planning process designed to integrate separate financial elements into a cohesive, unified whole. The team consists of industry experts with decades of combined experience, including professionals such as Jacob Young, CFP®, Natalie Smith, Kevin Newhouse, Mark Gerber, CFP®, Matthew Lopez, Jennifer Telles, Kim Strong, and Alyssa Martinez. Their approach is grounded in core values of trust, integrity, and insightful communication, aiming to protect and grow the legacies of those they serve.

Located on Aspen Way, the office is situated near the Freedom Branch Santa Cruz City-County Library and Freedom Elementary School. The business is a short distance from South Green Valley Road, Cherry Blossom Park, and Struve Slough.

The firm maintains well-documented business information available online and possesses a well-optimized website that search engines read cleanly.

Jacob Young Financial provides personalized wealth management and comprehensive financial guidance to help clients in Watsonville achieve lasting security and success.