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Michael J. Young, CRPC®
Financial Advisor
CUSO Financial Services, L.P.*
904.371.8151
youngm@c1cufl.org
CFS 2021 | 2023 Bronze Pacesetter Award Recipient**
You can schedule a complimentary financial review to speak with Mike at these branch locations:
Mike began his financial industry journey in 2012 and brings over 10 years of experience in full financial planning and over 15 years of life and health insurance to the Community First team as a CFS* Financial Advisor. Mike is also a Chartered Retirement Planning CounselorSM or CRPC®.
Mike was born and raised in Jacksonville, has been married to his wife since 2001 and has 3 wonderful sons. He has a Bachelor’s degree from the University of North Florida and holds 4 securities licenses with FINRA, the life, health and variable annuities licenses with the state of Florida and Chartered Retirement Planning Counselor. The CRPC® is the nation’s most prolific and recognized retirement planning credential, focusing on the finer points of helping people plan for and manage retirement.
His primary responsibility is to customize and develop sound financial plans for members to help identify and prepare for long-term financial goals. Mike and his team work with clients in need of comprehensive Retirement, Estate, Business Succession planning and Wealth Management. He hopes to share his knowledge and experience in order to help as many people attain their dreams and promotes a quote from Benjamin Franklin, “an investment in knowledge pays the best dividends.”
Check the background of this investment professional on FINRA's BrokerCheck.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
**The Bronze Pacesetter award is issued by Atria Wealth Management to the top 20%-30% of Financial Professionals between the dates of 1/01/23-12/31/23. These recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.