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Jeffrey Y
Series 63, Series 65
Greenwood Village, CO
Mathies Financial Partners
Jeffrey Young is a financial advisor at Mathies Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Centaurus Financial, Inc. from 2008 to 2014. In addition to his advisory work, he is president and owner of Jeffrey R. Young & Associates, Inc., where he practices law focusing on estate planning and related legal documents. Mathies Financial Partners serves individual and high-net-worth clients by providing comprehensive financial planning and co-advisory services, often coordinating with unaffiliated third-party money managers. The firm applies Modern Portfolio Theory and an Efficient Market approach, utilizing tools like Morningstar Principia and DFA analytics to develop long-term asset allocation portfolios tailored through its MYFIT planning framework.
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