Gregory Young (he/him)


Adjunct College of Hospitality & Business Business Online

Biography and Expertise

Greg Young is a financial advisor, tax planner, and doctoral candidate in finance and investing. He specializes in delivering tax-integrated financial planning and investment strategies to individuals and families facing complex financial decisions. Greg’s practice is rooted in fiduciary ethics, client education, and evidence-based portfolio construction. In addition to his advisory work, he teaches personal finance and financial planning at the collegiate level, bringing together academic rigor, industry insight, and a commitment to student formation. His current research examines investor behavior, tax efficiency, and the trade-offs between active and passive investment approaches, with particular focus on the stock-picking versus ETF debate.

Education

CFP

MS
Golden Gate University

Enrolled Agent
Internal Revenue Service

Certified Financial Planner (CFP)
CFP Board of Standards