Stan Young Email & Phone Number

Stan has 40+ Years of financial and economics experience as a senior level advisor, investment strategist, due diligence analyst, tax forecaster, negotiator and business manager.He was an early practitioner in the (then) new field of "fee-only" financial planning in the 1980's. After founding Financial Clarity in 1992, he built it, as the sole principal, to over $2 billion of assets under advisement. The firm offered a wide array of multi-family office services. It also employed an endowment style approach to asset allocation across all asset classes. He has 40+ years experience with alternative investments. In 2019, he sold the firm to the Rockefeller Family Office and is currently a Managing Director. He now splits his time between the Silicon Valley and Philadelphia offices.His clients include company founders, private equity GPs, investment bankers, senior executives, foundations, etc. Please see Rockco.com for more information.Specialties:Client AdvisoryPlanning/StrategyLeadership/ManagementEconomicsAsset AllocationLiquid InvestmentsAlternative InvestmentsImplementing Estate Planning StructuresEmployee BenefitsIncome Tax ForecastingLegal Work/Negotiations

Listed skills include Wealth Management, Portfolio Management, Investments, Alternative Investments, and 34 others.