Gregory Greg Young
CFP®, EA, MQFP® for Military & Federal Families | Doctoral Research on Retirement Income Security | Co-Host, Service to Savings Podcast | Helping families who’ve done okay do even better
- Role
- Principal Financial Planner at Ahead Full Wealth Management, Llc
- Location
- North Kingstown, RI, US
- LinkedIn followers
- 500 followers
About Gregory Greg Young
I serve the \"helpers.\"Military families, veterans, federal employees, and educators have financial lives that aren\'t plain vanilla. TSP, pensions, TRICARE, FERS, VA benefits—your benefits landscape is uniquely complex.Here\'s who I work with:You\'ve done okay. Saved consistently. Made good decisions. Quietly crossed the million-dollar milestone.But you\'re wondering:\"Are we missing something?\"That\'s my specialty—helping families who\'ve done okay do even better.**What Makes Me Different:**I\'m a CFP® and doctoral researcher. I\'m pursuing my DBA at Regent University, focusing on retirement income security for military and federal households. My research has been submitted to the Journal of Financial Planning and published on SSRN.I translate academic evidence into practical strategies. And I co-host the Service to Savings Podcast, breaking down complex topics into plain English.**Problems I Solve:**→ TSP strategy for 40-50 year retirements (not 30)→ Pension + portfolio optimization→ Healthcare cost planning beyond TRICARE→ Tax-efficient withdrawals across multiple income sources→ SBP and life insurance coordination→ Federal employee (FERS) retirement planning**My Approach:**Fee-only financial planning. No commissions, no product sales. Just comprehensive advice aligned with your goals.I work with families earning $150K-$400K with $500K-$3M in assets who want a partner who understands military and federal benefits.**Credentials:** CFP®, MQFP®, EA, ChFC®, MSAFP, DBA Candidate**North Kingstown, RI | Serving clients nationwide**Ready for a second look? Schedule: https://app.greminders.com/c/aheadfull/intro Podcast: https://militaryfinancialadvisors.org/podcast/ YouTube:
Experience
Principal Financial Planner
Ahead Full Wealth Management, Llc
Feb 2019 — Present · North Kingstown, RI, US
Empowering professionals to live their best by design
Education
Naval Nuclear Power Training Command - Nuclear Power School
Mathematics, Physics, Chemistry/Material/Radiation, Mechanical Theory, Reactor and electrical theory
2008 — 2009
Thomas Edison State University
Bachelor of Applied Science (B.A.Sc.), Nuclear Energy Engineering Technology
2011 — 2014
Golden Gate University, Edward S. Ageno School of Business
Master of Science - Advanced Financial Planning, Taxation
2018 — 2019
Nuclear Prototype Training Unit
Mechanical Operation Certification of Naval Nuclear Propulsion Plants
2009 — 2010
Sandwich High School
Diploma
2000 — 2004
Naval Submarine School
Quality Assurance Inspector
2012 — 2012
Regent University
Doctor of Business Administration, Finance & Investing
Naval Diving and Salvage Training Command
Submarine Scuba Diving
2011 — 2011
Bryant University
BS in Business Administration, Management
2004 — 2008
Naval Nuclear Power Training Command - Nuclear Machinist's Mate "A" School
Nuclear Machinist's Mate, Mathematics, Basic Machinery, Mechanical Engineering Principles
2008 — 2008
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