“I don't think that I can change the world in any way, shape or form, but I do think that I can change my little corner of it.” – Rob Young
From earning a history degree to serving in the Army and, shortly after, joining the world of finance, Rob Young has experienced a lot of change in his journey. Don’t miss this special episode of Cambridge Stronger as Rob shares why he credits his family’s history as a driving passion for helping other people plan for the future. He also focuses on his desire to mentor and why he feels it’s important to support and guide the next generation of our industry. Finally, Rob explains the lessons he learned from his time in the Army and how his experience serving others shaped his meaning of “leave no person behind.”
In Episode 195: Be The Change, our first of two special Veterans Day episodes, Rob joins Cambridge CEO Amy Webber to discuss:
Rob Young has seen a lot since he started in the financial services industry in early 1997. During that time, he held the roles of Senior Equity and Options Trader and Regional Manager at SunAmerica Securities, and, from 2004 to 2016, as a Financial Advisor at Merrill Lynch. In 2016, Rob founded Blue Dot Wealth Management so that he could create a firm that was client focused and aligned with his values. He’s witnessed good markets and bad, and if there is one thing he’s learned, it’s the optimists usually win. His own family’s financial experiences have informed his focus and planning philosophy, which is why Rob helps clients no matter where they are in their own journey. He is an advocate for his clients and loves being a resource for them. Rob specializes in succession planning, planning for special-needs family members, socially responsible investing, and retirement planning for families, artists, and entrepreneurs.
Rob loves spending time with his wife, Regina, and three children - Quinn, Piper, and Barrett (who is on the Autism spectrum). He is an avid reader, musician, and collector of music. He enjoys a good cup of coﬀee, building furniture, and numerous outdoor activities including hiking, backpacking, and snowboarding. The family travels quite a bit both domestically and internationally and is always looking for their next adventure. Rob supports the Surfrider Foundation, the FC Cancer Foundation, and locally - Arizona Autism United and Friends for Life Animal Shelter.
Rob holds FINRA Series 4, 7, 24, and 66 licenses and various insurance licenses.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Blue Dot Wealth Management are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.