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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

Sponsor Family Application

Thank you for submitting your application to be part of the Sponsor Family Program. Your application will be processed in the upcoming week. Coast Guard Academy’s policy on background screening now requires all adults (everyone 18 and older living in the home) who volunteer to mentor, teach, coach or sponsor cadets, whether on or off Coast Guard Academy grounds, to be screened every 5 years. They are required to provide personal information (name, birth date and social security number) for the purpose of conducting a criminal background check.

The Security Officer at the Coast Guard Academy, CWO2 Gina Polkowski, is overseeing this process. Her email is: Gina.M.Polkowski@uscg.mil.

Sponsor Family designations fall into several different categories. Below are the guidelines to help you determine how best to meet the background screening requirement:

  1. If you are Coast Guard active duty you do not need to apply for an additional Background Check. You will be vetted through the Coast Guard system by CWO2 Polkowski.
  2. If you are a Civilian working for the Coast Guard you do not need to apply for an additional Background Check. You will be vetted through the Coast Guard system by CWO2 Polkowski.
  3. If you are non-Coast Guard Active Duty, you are required to provide proof of your current security clearance or National Agency Check that is to be emailed by your Command Security Officer (CSO)/ Security Office to CWO2 Polkowski at  Gina.M.Polkowski@uscg.mil.
  4. If you are non-Coast Guard civilian who has a current security clearance or National Agency check, you are required to provide proof of your current security clearance or National Agency Check that is to be emailed by your Command Security Officer (CSO)/ Security Office to CWO2 Polkowski at  Gina.M.Polkowski@uscg.mil.
  5. All civilians in the families who are 18 years or older and do not have a security clearance or a National Agency Check are required to be vetted through Mind Your Business, the third party vendor hired by the Coast Guard Academy for the vetting process.

After you complete your application, please e-mail the Sponsor Family Program Coordinator at CadetFamilySponsorProgram@uscga.edu. In your e-mail, you must include the e-mail address and phone number of every adult living in the home. The Sponsor Family Coordinator will then initiate the background check process and you will receive an email with further instructions.

Important things to note:

There is a Sponsor Family Training that is a one-hour training which we ask sponsors to attend once every four years. This training is designed to give you an overview of the program, what is expected of you as a sponsor, and what you can expect from your cadets. This training will also help familiarize you with the cadet regulations onboard CGA. You will be notified via e-mail once the training is scheduled.

The matching process of swabs to families will occur during July and August. Please bear with us and remain flexible through this process. There will be a meet and greet scheduled on Campus, typically in late August. This will give families an opportunity to formally meet their cadet if they have not already done so. Details on this will also be via email.

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