When I started this journey, I didn’t even know financial advisors existed, let alone what they did or what financial planning was! I did know that I like money and I like solving complexities.
I went to Bryant University, a business school, and following graduation, I enlisted as a “nuke” in the world’s finest Navy. I served in the engineering department aboard the USS Pittsburgh and as one of her ship’s scuba divers. I read all the investing books I could find and listened to colleagues talk about stocks and rental properties, but I didn’t discover this industry until I got out. Enter my plot twist. Despite my passion for sports, fitness, and my various physical collateral duties onboard, I was diagnosed with cancer… twice. I was medically retired a year later, which was tough because I was (perhaps still am) a huge “dig it.”
I discovered the financial services industry while studying for my investment licenses and interviewing for advisor positions, keeping engineer positions as a backup. This allowed me to cut my teeth at a big-name, mid-western insurance and investment company. After some time, I realized that I was outgrowing my office both in education and vision. I broke away and formed Ahead Full Wealth Management to serve the communities that matter most to me and to serve them better than I ever could in my previous practice. Unlike most engineers, I use my powers actually to make your life and planning easier and more enjoyable! The best part is that I’ve been able to welcome Joe Brown, Ph.D., to my team and give him a launch ramp following his Coast Guard retirement to continue to serve as well!
Together we have a unique team that can add considerable value to families in the Military, Federal or State Governments, and Education. We’ve both served, we both have long-time marriages to teachers, and we’ve both taught at the college level. I am an adjunct at Johnson & Wales University in Rhode Island, sharing knowledge and practical experience in management and finance topics.
I hold a Master’s in Advanced Financial Planning with a concentration in taxation from Golden Gate University. I’m a Certified Financial PlannerⓇ, Enrolled Agent, and Chartered Financial ConsultantⓇ. These designations mean that I have passed rigorous education requirements and abide by strict ethical standards of conduct. Additionally, being an enrolled agent means that I can prepare taxes and provide advice crucial to a successful financial plan.
If you’re interested, we’d love to meet you!
Schedule a Free Consultation
Greg Young, CFP®, EA, ChFC®
Ahead Full Wealth Management, LLC
North Kingstown, RI 02852
401-584-0313
www.aheadfullwealth.com