Who does DeYoung Wealth Management work with?

DeYoung Wealth Management serves individuals and multigenerational families across a wide range of ages, careers, and financial circumstances. Among our clients are current and former educators, state employees, trade professionals, entrepreneurs, self-employed individuals, and other professionals at various life stages.

Does DeYoung Wealth Management have an investment minimum?

No. DeYoung Wealth Management does not require a minimum account size to begin a relationship. We work with people at different stages, from those making their first regular retirement contributions to families managing established wealth and more complex wealth, tax, and investment decisions.

When should I start working with a financial advisor before retirement?

Starting several years before retirement gives you more time to evaluate savings, organize old accounts, consider taxes, and make adjustments while you are still earning income. DeYoung Wealth Management often works with clients approximately 10 years before retirement, as well as those who are much closer to leaving work.

Can a financial advisor help me understand my pension and workplace retirement benefits?

Yes. A financial advisor can help you evaluate how a pension, 401(k), 403(b), supplemental savings, and other workplace benefits fit with your personal assets and retirement goals. The specific analysis will depend on the benefits available through your employer.

Does DeYoung Wealth Management work with self-employed people and small business owners?

Yes. We work primarily with sole proprietors, entrepreneurs, and owners of smaller businesses or teams. Our guidance may include personal financial planning, tax-aware decisions, SEP and SIMPLE IRAs, 401(k) planning, and other retirement plan considerations rather than business-management or exit-planning consulting.

Who We Serve

People-First Planning, For Guidance Built Around You

Clients come to DeYoung Wealth Management with different jobs, levels of affluence, family dynamics, and definitions of success. What matters is that you have a question worth working through, and you need a team that will take the time to understand it. At DeYoung Wealth Management, we meet you where you are, listen to your story, and help you put your resources to work for the life and future you want.

Individuals And Families

Make Room For Every Priority
Your financial life may be stretching in several directions, from saving for retirement and helping children through college to buying a home or supporting aging parents. We help you weigh competing priorities and make decisions that help support your family for generations, without losing sight of your own future.

Pre-Retirees And Retirees

Put Your Wealth To Work For the Retirement You Deserve
You may be asking when work can become optional, how scattered accounts fit together, or whether your savings can sustain the retirement you have in mind. We help you plan for income, taxes, care needs, and the choices involved in living retirement on your terms.

Young Professionals

Build A Stronger Financial Foundation As Your Career Grows
As your income, benefits, savings, and responsibilities grow, financial decisions can become more connected and more complex. We help you make thoughtful choices around retirement accounts, investing, taxes, major purchases, and other priorities so your financial strategy can grow alongside you.

Teachers And State Employees

Make The Most Of Your Earned Benefits
Pensions, workplace retirement plans, and supplemental savings can be difficult to evaluate as one complete financial picture. With long-standing ties to the San Fernando Valley education community and experience serving employees of local schools and universities, we help you understand how benefits such as CalSTRS or CalPERS pensions, 403(b), 457(b), and 401(k) accounts can work with your personal savings toward the retirement you want.

Entrepreneurs And The Self-Employed

Build Retirement Plans Into Your Business
We believe every family deserves a plan that reflects their values and supports what matters most. Your financial life should be built to endure and adapt across generations.

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Entrepreneurs And The Self-Employed

When you work for yourself, personal finances, taxes, and business decisions naturally overlap. We help sole proprietors and small teams evaluate retirement options such as SEP IRAs, SIMPLE IRAs, and 401(k) plans, coordinate savings with cash flow, and keep the person behind the business at the center of the plan.

Common Questions About Working With DeYoung Wealth Management

Choosing a financial advisor often starts with one practical question: Do you work with people like me? These answers explain who DeYoung Wealth Management commonly serves and how to determine whether the firm may be a good fit for your needs.

DeYoung Wealth Management serves individuals and multigenerational families across a wide range of ages, careers, and financial circumstances. Among our clients are current and former educators, state employees, trade professionals, entrepreneurs, self-employed individuals, and other professionals at various life stages.
No. DeYoung Wealth Management does not require a minimum account size to begin a relationship. We work with people at different stages, from those making their first regular retirement contributions to families managing established wealth and more complex wealth, tax, and investment decisions.
Starting several years before retirement gives you more time to evaluate savings, organize old accounts, consider taxes, and make adjustments while you are still earning income. DeYoung Wealth Management often works with clients approximately 10 years before retirement, as well as those who are much closer to leaving work.
Yes. A financial advisor can help you evaluate how a pension, 401(k), 403(b), supplemental savings, and other workplace benefits fit with your personal assets and retirement goals. The specific analysis will depend on the benefits available through your employer.
Yes. We work primarily with sole proprietors, entrepreneurs, and owners of smaller businesses or teams. Our guidance may include personal financial planning, tax-aware decisions, SEP and SIMPLE IRAs, 401(k) planning, and other retirement plan considerations rather than business-management or exit-planning consulting.

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