First Command District Advisor - Tate Young

First Command District Advisor - Tate Young
2701 Cashwell Dr
Goldsboro, NC 27534
M-F 8am-5pm, Sa-Su Closed

Monday: 
8:00 am – 5:00 pm
Tuesday: 
8:00 am – 5:00 pm
Wednesday: 
8:00 am – 5:00 pm
Thursday: 
8:00 am – 5:00 pm
Friday: 
8:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

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.

Specialties

Comprehensive financial planning
Investment strategies
Retirement income planning
Education funding solutions
Asset allocation and management
Insurance solutions
Risk management