Client Focus

Dave Young is a Registered Financial Consultant® with 10 years experience in helping families and small business owners develop strategic financial plans  that work towards their life goals and needs. He uses his 20 years of military experience to build processes and plans that give his clients a clear path on what  steps to take to reach their goals in life. Dave does not use a "one size fits all" approach and builds custom  financial plans for all of his clients. 

Dave specializes working with  individuals,  families,  and  small  business  owners  with  a unique  focus  on Military  Veterans.  He  has  served on  the  board  of  the  Marietta  Business  Association  and  was  the  president  of  the  MBA  in 2020. He has  also volunteered  with  various  Veteran  non-profits  in  the  Atlanta  Metro  area.  Dave  maintains  a devoted network  of  industry  professionals  to help ensure  all  of  his  clients planning  needs  are  addressed.  

Areas of Specializations 

Retirement Planning
Investment Management
Financial Planning
Cash Flow & Net Worth Analysis
Tax Strategies
Small Business Retirement Planning
Small Business Planning
Estate Planning
Cash Management & Debt Analysis
Life Insurance Planning

Education & Certifications

Masters  Degree in Financial Planning (University of Georgia, GO DAWGS!)
Registered  Financial  Consultant  (RFC®)
Series  7 
Series  66
GA  Insurance  Licence

On a Personal Note

Dave and  his wife have been happily married for over 20 years and  is based in the Cobb County area of Northwest Atlanta. He  is an Army Veteran with over 19  years of service both on active duty and the National Guard. He currently serves in the Georgia Army National Guard where he teaches leadership to future military officers. Dave and his wife have 2 wonderfully crazy children and an Australian Shepard named Scout. Dave and his family are outdoor enthusiasts and spend much of their free time camping, hiking, and paddleboarding.