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Rob Young

Rob Young

Lead Advisor, CFP®

Content for Rob Young


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

Insights from Rob

Rob Young

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 by Rob Young
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