Elizabeth Young (CFP®)
Elizabeth Young focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
As a vice president and senior wealth advisor, Elizabeth Young finds it gratifying whenever one of her clients reaches a long-held goal with her help and guidance. Those “aha” moments drive the work she does for Clayton Wealth Partners, including serving as the primary financial planning contact for clients and overseeing general client service.
Elizabeth provides comprehensive financial planning at the Topeka-based Registered Investment Advisory firm. She works with a range of clients, including young professionals intent on building wealth, midcareer professionals seeking to stay on track, and pre-retirees and retirees who want to make sure they'll be OK in retirement.
Additional Information
Elizabeth developed an interest in finance while attending college; however, her courses at the College of Business at Kansas State University didn’t give her the personal planning experience she craved. She eventually transferred to the Personal Financial Planning program at the university and never looked back.
Now a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth has been with Clayton Wealth Partners for over 13 years. In addition to her financial planning responsibilities, she supervises team members in advisor roles, conducts client seminars, and writes for the firm’s quarterly newsletter.
NAPFA Start Date
September 14, 2011
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