Troy A. Young, CFP®, CKA®

Questioner
DISC Type : c

Founder and President at Destiny Financial Group

Atlanta, Georgia, United States

Overview

Troy A. Young is the Founder and President of Destiny Financial Group, bringing over 25 years of experience from firms like Bank of America and Salomon Smith Barney. A graduate of Howard University, he holds CFP® and Certified Kingdom Advisor designations, specializing in faith-based wealth management for high-net-worth individuals and business owners.

He is a published author and speaker, passionate about helping people achieve financial clarity and confidence. He often emphasizes that financial planning should be about life itself, not just dollar amounts, and believes the client-advisor relationship is one of the most intimate and important a person can have.

He authored the book "Faith-Based Financial Planning, " which details his strategy for aligning money with personal values and beliefs.

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

They prefer to analyze every situation thoroughly.
  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Faith-Based Planning
Authored a book on this topic and holds a Certified Kingdom Advisor designation, focusing on integrating faith and financial strategy for clients.
Retirement Strategy
Advises pre- and post-retirees, including younger generations considering early retirement, on creating practical frameworks for their financial future.
Holistic Wealth Management
Believes in starting with a client's life goals rather than just their portfolio balance to design, implement, and monitor customized wealth strategies.

Media Appearances

Troy A. Young – Destiny Financial Group. Featured in Destiny Financial Group

See Now

Work History

11-2004
Founder and President at Destiny Financial Group
11-2004 - 7-2018
Registered Representativie at FSC Securities
8-1998 - 11-2004
Financial Advisor at Salomon Smith Barney
6-1988 - 8-1998
Vice President at Bank of America(Barnett Bank)

Education

1984 - 1988
Bachelor of Business Administration - BBA from Howard University
1998 - 1999
Certified Financial Planner Program from University of South Florida

More Information

Social Presence :

Prographics :

Exp : 37 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Founder and President at Destiny Financial Group
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Insights For Selling To Troy A.

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Troy A. is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Troy A.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Troy A. move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Troy A. take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Troy A.

Personality Compatibility


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