Chris Young, CFP®, CPWA®, CMFC®, is a Senior Partner 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 objective and impartial partner in creating a truly comprehensive and strategic ongoing financial plan. Chris embraces an integrated approach to wealth management that addresses all areas of personal finance, including investments, taxes, cash flow generation, insurance, estate planning, education planning, retirement, life transitions, and more.
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 assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.
Chris is not only a resource to Cassaday clients, but to the media as well. In 2017, Forbes invited Chris to be a contributor to share his knowledge with investors across the nation (view his articles here). In 2020, Barron’s invited Chris to speak at their annual Teams Summit. The Teams Summit is Barron’s most well-attended conference, designed to give advisors and their colleagues the tools to raise industry standards and elevate client service. In 2020, the Teams Summit included nearly 1,000 attendees from top advisory teams across the nation.
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. He holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.
Chris currently lives in Herndon, Virginia, with his wife, Elizabeth, and three children, Emily, Christopher, and Abby.
Christopher’s Awards & Media Mentions:
- Forbes Best-In-State Wealth Advisor (2020, 2021, 2023)
- Rep. Magazine Top 50 NextGen Independent Broker-Dealer Advisors (2014, 2015)
- Osaic Wealth (formerly Royal Alliance Associates, Inc.) ‘Royal Court’ – a distinction awarded for being among the Top 50 Producers with the broker/dealer.
- Northern Virginia Magazine – Student Debt Grows In The Senior Set (February 2017)
- Forbes – The Six Worst Financial Lessons From Parents (February 2016)
- Forbes – Why Your Credit Score Matters Most In Your Twenties (January 2016)
- Financial Advisor Magazine – Working With The Reluctant Retiree (December 2013)
Chris is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, 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.
Forbes – Best-In-State Wealth Advisors – (2020, 2021, 2023) – The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
REP. Magazine – (2014-2015) – REP. Magazine methodology: Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. We solicited nominations from the top 30 IBDs by headcount, sourced from Cerulli Associates. These are the firms that responded. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.