Chris Young

Managing Director, Wealth Advisor
Schedule an Appointment
Client Focus
Expatriates
Multi-Generational Families
Pre-Retirees
Widows & Widowers
areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
qualifications
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Locations served
Aptos, CA
Aptos, CA
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Meet the
team
about
Chris Young

At Farther, Chris Young helps individuals build net worth, preserve assets, and minimize taxes. Based in Aptos, California, he develops precise financial plans and custom asset allocations that align with clients' most important goals. Through comprehensive retirement and estate planning, Chris empowers families to secure their financial futures and successfully transfer wealth to the next generation.

Chris's approach is deeply rooted in personal experience. As a dual citizen, he intimately understands the complexities of cross-border tax efficiencies and applies this knowledge to protect client assets. Before joining Farther, he spent decades in the industry, moving from Merrill Lynch in New York to guiding high-performing wealth teams in the San Francisco Bay Area. He previously founded his own independent firm and served as a Senior Portfolio Manager at Meridian Investment Counsel.

Chris is passionate about using modern wealth technology to build lasting, meaningful relationships and help more families. When he is not focused on the markets or developing tax strategies, he enjoys life in Aptos, drawing on his international background and personal experiences to connect with his community.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
Jul 1, 2026