Chris Young, CFP®, CPWA®, CMFC®, is a Principal at Cassaday & Company, Inc. and has been with the firm since 2000. Chris provides comprehensive wealth management and financial planning services to a focused client base. The families he serves face a variety of financial planning issues and desire a long-term relationship with an advisor who will be dedicated and responsive to them.
Chris’ goal is to be his client’s unbiased, trusted partner and to create a truly comprehensive and well thought-out financial plan that takes advantage of all opportunities available. He embraces a model of integrated wealth management that provides a systematic approach to financial planning to address all of the relevant areas of personal finance including investments, taxes, cash flow generation, insurance, and estate planning.
Chris is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He has an integral role in developing and modifying the firm’s overall investment policy and security selection process. Within the IPC, he is responsible for selecting and supervising the mid-cap growth equity holdings for the firm.
Initially the Director of Research, Chris has since established himself as a trusted financial planner, developing expertise in comprehensive financial planning for professionals and small businesses. He is among the firm’s top representatives and a member of Royal Alliance’s “Royal Court”.
In 2021 and 2020, Chris was recognized by Forbes as a Best-In-State Wealth Advisor. In 2015, Rep. Magazine ranked Chris #43 on its list of the “Top 50 NextGen Independent Broker-Dealer Advisors” in the United States.
Chris is not only a resource to Cassaday clients, but to the media as well. In 2017, Forbes invited Chris to be a regular contributor to share his knowledge with investors across the nation. View his articles here.
As a member of the board of trustees for Cassaday & Company, Inc.’s Donor Advised Fund, Chris takes an active role in determining the beneficiaries of the fund, the allocation of distributions, and is dedicated to improving support of the fund. The mission of the Donor Advised Fund is to create opportunities that otherwise would not exist by providing basic necessities like food, water, medical care, refuge, shelter, sanctuary, education, and training.
Chris is a graduate of Radford University with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ CFP®*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program. He also holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Chris attained the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning.
Chris currently lives in Herndon, Virginia with his wife Elizabeth, and three children, Emily, Christopher, and Abby.
Christopher’s Media Mentions:
Forbes Ranked Chris a 2021 Best-In-State Wealth advisor.
Forbes, February 2016
Cassaday & Company, Inc. Principal Chris Young comments on bad advice that parents give their children, and what the alternative recommendations are. Read more in this Forbes article.
Forbes, January 2016
Cassaday & Company, Inc. Principal Chris Young provides his professional advice to millennials on the impacts of your credit score on things like car loans, mortgages, and interest rates. “Fixing a credit score can be a tedious process and can prolong your goals and dreams,” he says in this Forbes article.
Rep. Magazine ranked Christopher Young #43 on its list of the “Top 50 NextGen IBD Advisors” in the United States.
Financial Advisor magazine, December 2013
“Working with the Reluctant Retiree”
Chris Young was interviewed by Financial Advisor magazine about Cassaday & Company, Inc.’s unique way to help clients get “unstuck” and successfully transition into retirement.
Chris is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.