Client Focus

Dave Young is a Registered Financial Consultant® with over a decade of experience 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. He  has  served on  the  board  of  the  Marietta  Business  Association  and  was  the  president  of  the  MBA  in 2020. He was a Co-Founder/President of the Georgia Military Institute Alumni Association and has 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
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  License

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 a retired Army Veteran serving both on active duty and the National Guard. 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.

Katy has been with the Command Wealth Management team since 2020. She helps serve our clients administratively and is responsible for the internal operations of CWM.