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Gregory (Greg) Young, CFP®, EA, ChFC®

Greg YoungGreg Young graduated from Bryant University in 2008 with a Bachelor of Science in Business Administration, majoring in Management with a psychology minor. He served in the United States Navy immediately following graduation as a nuclear machinist’s mate qualified in submarine warfare and navy diver. He served on the USS Pittsburgh (SSN-720) in various roles, including Engine Room Supervisor, Quality Assurance Inspector, Command Scuba Diving Officer and Leading Petty Officer, and as Machinery Division Leading Petty Officer before departing the crew. He was awarded the Navy and Marine Corp Achievement medal (two awards) and several Sailor of the Quarter and Junior Sailor citations. In 2014 he entered the personal financial services industry. He achieved licensing in Life, Accident and Health, as well as several FINRA securities licenses, and the following professional designations: Certified Financial Planner® professional, Enrolled Agent, and Chartered Financial Consultant. Greg graduated from Golden Gate University with a Master of Science in Advanced Financial Planning, with a concentration in taxation, in 2019. He has been active in expanding scholarship through writing and research in personal financial planning, and active in the finance community serving as the Treasurer of the Financial Planning Association of Rhode Island.

Education

  • Bachelor of Science in Business Administration (Management), Bryant University, 2008
  • Master of Science in Advanced Financial Planning (Taxation), 2019

Courses Taught

  • Corporate Finance
  • Experiential Learning in Business Valuations
  • Introduction to Business & Management
  • Personal Finance
  • Personal Financial Planning

Professional Certifications. Affiliations, and Memberships

  • Certified Financial Planner® (Professional Certification)
  • Enrolled Agent (Professional Certification)
  • Chartered Financial Consultant (Professional Certification)
  • Military Financial Advisors Association (Professional Association)
  • National Association of Personal Financial Advisors (Professional Association)
  • National Association of Enrolled Agents (Professional Association)
  • Financial Planning Association (Professional Association)
  • XY Planning Network (Professional Association)

Honors and Awards

  • Navy Achievement Medal (2)
  • Sailor/Junior Sailor of the Quarter (3)
  • Personal Excellence Citation (3)
  • Military Officers Association of America Leadership Award
  • Honor Graduate at Nuclear Prototype Training Command, Nuclear Machinist’s Mate ‘A’ School, and Naval Dive and Salvage Training Command
  • Navy Submarine Warfare Qualification
  • Navy Submarine Scuba Diver Qualification

Contact Information

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