One of the biggest challenges we face in life is learning to master our own money.
A good first step is to make saving and investing a top priority, and to educate yourself so you can make good investment choices. It is also important to have a knowledgeable advisor who can help you achieve your financial goals. That’s where I can help.
My name is Robert Young and I am a managing partner of One2One Wealth Strategies, a PlanMember Financial Center in Glendale, AZ. I hold multiple securities licenses as well as my life and health insurance license, and in 2019 I was one of only 3 recipients Nationwide to receive the prestigious Elite Advisor Award from the National Tax Deferred Savers Association (NTSA) in Washington, DC. My clients come from all walks of life and I do not require a minimum investment. Instead I simply ask clients to be open to learning and improving their financial literacy.
I work closely with clients to build retirement and investment plans that meet their unique needs. Regardless of your age, income or time horizon to retirement, I believe that everyone can benefit from the financial education programs provided by One2One Wealth Strategies and PlanMember. I recommend only the most suitable investment solutions and provide regular opportunities for financial education through workshops, speaking engagements and monthly events. Educated clients are less likely to panic when the market and their investments fluctuate, and because we utilize professionally managed investment advisory services, they can be confident about their investments regardless of day-to-day market changes.
Being able to help people in my professional life is a great privilege and I love coming to work every day. In addition to serving the needs of clients, I am committed to giving back to my community through Valley Big Brother. I also work with several schools to raise money and awareness for education and am the former president and current board member of the Peoria Education Foundation, an organization that provides grants and scholarships for both educators and deserving students who would otherwise be unable to afford an education. In addition, I am proud to serve on other foundation boards for nonprofit organizations that support education.
When I am not working, I spend as much time as possible with my beautiful wife and daughter, and family and friends. I play golf but wakeboarding and waterskiing are my passions. The moment the weather is warm enough, you just might need to schedule your appointment with me at the nearest lake!
Contact me at (623) 850-0016 so we can create a custom savings and investment plan that will help you reach your wealth accumulation and retirement goals.
7500 E. Pinnacle Peak Rd.
Scottsdale, AZ 85255
Phone: (623) 850-0016
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.
Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910