Content for Rob Young
Background
Rob is passionate about helping his clients achieve their goals, both personal and financial. With a belief that each person’s need and priorities are unique, he uses his years of experience in portfolio management and financial planning to help his clients understand their options and chart a clear path for the future.
Outside the office
Born in Portland, Rob enjoys spending time with his wife and son as well as traveling to the Oregon coast, running, and playing squash.
Education, Designation & Credentials
- B.A. English
- MBA
- CERTIFIED FINANCIAL PLANNER™ Certification
Insights from Rob
Leveraging the Power of a Cash Balance Plan
Owners of dental and medical practices share a unique set of circumstances when it comes to saving for retirement. While a practice may generate consistent income, much of this income can be devoured by debt payments on practice loans, building loans, and student loans.
April 11, 2024
