Hi, I am
Ph.D., PMP®
Meet Sheena Young, a Financial Advisor dedicated to empowering the underserved community. She believes everyone deserves a secure financial future and offers personalized guidance for retirement planning and building wealth for the next generation. Whether you are just starting out or managing your assets, Sheena can help you achieve financial well-being.
Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.
Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."
Sheena Young is a financial advisor specializing in serving the underserved community with personalized guidance for retirement planning and wealth building.
I juggled my education, purchased my first home, and began my career in chemistry/program management.
This major accomplishment was a pivotal moment in my personal and professional development.
Closing my shoe business taught me about risk, while the market downturn sparked my interest in finance and led me to co-found STEMPIRE Inc.
Purchasing a new home demonstrated my continued commitment to building a secure financial foundation.
My daughter Genevieve's birth profoundly impacted my life.
I formally entered the world of finance as an independent investment advisor representative for Transamerica Financial Advisors.
I strategically invest in various business endeavors, including those focused on STEM education and empowerment.
Throughout these milestones, I have maintained my fulfilling career in chemistry and program management.
Attracted to their mission, I joined 11 Financial to expand my impact in helping others achieve financial well-being.
“You can buy insurance even when your children are babies. That’s actually the best time because they’re typically in good health, which can make it easier to get a policy and keep the premiums low.”
"Saving for education strengthens rather than competes with your retirement goals, allowing you to build a secure financial future."
"Forget chasing a one-size-fits-all number for retirement savings. The key is to personalize your savings rate and adjust as your life evolves."
Sheena knows the importance of planning for your child's future education. With her financial planning expertise and personal experience as a parent, she can create a personalized college savings strategy. She'll factor in your financial situation, your child's goals, and potential aid options to help you build a strong college fund – whether you're starting early or playing catch-up.
Sheena recognizes that retirement planning can be complex. With her financial planning expertise, she'll create a personalized strategy that fits your unique needs and goals. She'll evaluate your current finances, income requirements, and risk tolerance to help you build a secure retirement so you can enjoy those years worry-free.
Sheena is aware that stock options can be a valuable but complex part of your compensation. With her financial planning expertise, she can help you make smart decisions about your options. She'll consider tax implications, your risk tolerance, and overall financial goals to develop a strategy that maximizes the benefit of your stock options.
Sheena knows that your financial picture extends beyond investments. Her financial planning expertise allows her to offer comprehensive wealth management services. She can help with retirement planning, tax strategies, insurance, estate planning, and more. Sheena works to understand your unique needs, creating a tailored plan to help you build, protect, and manage your wealth effectively.
Sheena understands debt can be stressful. Her financial planning experience allows her to offer personalized debt management advice. She'll analyze your spending, assess your current debt, and create a realistic repayment strategy. Whether it's student loans, credit cards, or other forms of debt, Sheena can help you work towards a debt-free future.
"Outstanding professionals who deeply care for their clients."
