Chase Young – Financial Planning Partner | College Planning & 529 Savings
How Financial Planning Supports College Success
Chase Young | Financial Planner at Osaic Wealth
College Planning & 529 Savings Support for Families
Guide Path Advisors is proud to partner with Chase Young, Financial Planner at Osaic Wealth, to support families with college planning, 529 college savings plans, and long-term financial strategy.
Chase Young helps individuals and families make confident, informed financial decisions through personalized planning and tax-efficient investment strategies. With over 10 years of experience, Chase works with young professionals, growing families, and seasoned executives to help them plan for retirement, manage investment costs, and build long-term wealth.
A key area of Chase’s work with Guide Path Advisors families is college planning, including guidance on 529 college savings plans, which are commonly used to save for future education expenses.
College Planning & 529 College Savings Plans
A 529 college savings plan is a tax-advantaged investment account designed to help families save for qualified education expenses such as college tuition, fees, books, and, in some cases, room and board. Contributions grow tax-deferred, and withdrawals used for qualified education expenses are tax-free under federal law. Many states also offer additional tax benefits for contributions.
Chase helps families:
• Set up and structure 529 plans aligned with college timelines and financial goals
• Choose contribution strategies that fit their budget and long-term plan
• Coordinate college savings with broader financial and tax planning
• Understand how 529 plans may interact with financial aid considerations
Following the passage of the SECURE 2.0 Act, Chase also helps families thoughtfully address situations where education costs come in lower than expected, ensuring college savings strategies remain aligned with long-term financial goals.
To schedule a free consultation and learn more about how Osaic Wealth can support your family’s financial and college planning needs, please visit their website or contact Chase directly.
Chase Young
Osaic Wealth
CA Insurance License #0K56421
Cell: (925) 639-9105
