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First Command Goldsboro
Tate Young
First Command Financial Advisor
Contact
(919) 751-8772
(919) 751-6997
2701 Cashwell Dr
Goldsboro, North Carolina, 27534
About Tate
Richard "Tate" Young joined First Command Financial Services as a Financial Advisor in June 1994, following nine years of service in the United States Marine Corps. There, he attained the rank of Captain and served in the 1990-91 Persian Gulf War.
A graduate of the Virginia Military Institute with a Bachelor of Arts degree in History and a minor in International Relations, Tate holds Series 6, 63, 65 and 26 securities licenses plus life, health, fire and property and casualty insurance licenses in California. He is a Certified Financial Planner & Trade certificant, a member of the Financial Planning Association, and a member of GAMA International, an association dedicated to the professional development of members of the insurance and financial services industry.
As a First Command Financial Advisor, Tate is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Tate regularly hosts Lunch & Learn presentations at federal agencies, and he enjoys helping federal employees integrate their benefits into comprehensive financial plans to pursue their goals.
Married with two children, Tate is a member of the Oceanside Chamber of Commerce's Military Affairs Committee and the board of directors for the Fallbrook Pop Warner Youth Football League.
A graduate of the Virginia Military Institute with a Bachelor of Arts degree in History and a minor in International Relations, Tate holds Series 6, 63, 65 and 26 securities licenses plus life, health, fire and property and casualty insurance licenses in California. He is a Certified Financial Planner & Trade certificant, a member of the Financial Planning Association, and a member of GAMA International, an association dedicated to the professional development of members of the insurance and financial services industry.
As a First Command Financial Advisor, Tate is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Tate regularly hosts Lunch & Learn presentations at federal agencies, and he enjoys helping federal employees integrate their benefits into comprehensive financial plans to pursue their goals.
Married with two children, Tate is a member of the Oceanside Chamber of Commerce's Military Affairs Committee and the board of directors for the Fallbrook Pop Warner Youth Football League.
Tate Focuses in:
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.