Broker Check
Jake Young

Jake Young

Financial Advisor

Main Office

Jake earned his bachelor's degree in economics from UC Irvine and an MBA with a certificate in dispute resolution from Pepperdine University. Alongside his business partner, JJ Fogle, the two of them bring over 20 years of combined experience in the financial services industry.

Jake specializes in utilizing advanced planning strategies to help clients from diverse backgrounds grow and preserve their wealth. His expertise includes tax-efficient investment planning, tailored risk management solutions, and distribution strategies designed to ensure clients' money continues to work for them throughout their retirement years.

As a fiduciary and business owner, Jake places a strong emphasis on comprehensive planning for his business-owning clients, including employee benefit plans and business succession planning.

Jake and his wife, Lindsey, met in 2012 and have been married since 2022. They are both outdoor enthusiasts who enjoy snowboarding, bike riding, and golfing. Lindsey is a physician assistant, and together they reside in Huntington Beach. They look forward to starting a family in the near future.