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Perry-Young Insurance Solutions

About Us

Theodore R. Young, MSFS  has been actively involved in California's business and retirement community since 1981. Ted provides an additional layer of experience as manager of the educational component of the firm, which imparts insurance, financial and retirement information to individuals and businesses. Ted Young is passionate in helping athletes enjoy the peace of mind that comes from taking charge of their financial future.

After undergraduate studies at the University of Arizona and the University of Nevada, Las Vegas, Ted pursued a Master’s Degree at Stanford University.  Upon choosing a professional life in the financial services and insurance related fields, Ted sought out an advanced degree to the Certified Financial PlannerTM (CFP®) designation.  Ted graduated in 1998 with a Master’s of Science in Financial Services (MSFS) from American College, the only academically accredited graduate level program for this designation. 

Ted currently holds the distinction of being a Registered Player Financial Advisor with the NFL Players’ Association and is a member of the Sports Financial Advisors Association.  Additionally, Ted is a speaker on the NCAA speaker registry.  His involvement as a co-publisher of “Wealth Management Advisor” enables Ted to educate his clients on current financial issues on an ongoing basis.   As a shareholder of agent-owner reinsurance company Nylarc, Ted provides unique case representation to clients and advisors for whom creative life insurance expertise and underwriting is required.  

For more information on Ted's financial advising services, please go to his website for Financial Strategies of California by clicking here.

Disclosure

Theodore Young is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #743852), AZ, CA (CA Insurance License #0768386), CO, CT, FL, GA, HI, IL, IN, LA, MD, MT, NC, NE, NH, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Theodore Young is licensed and authorized to offer insurance in California and Arkansas, but PERRY-YOUNG INSURANCE SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Theodore Young is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1329 H St, Sacramento, CA, 95814, 916-447-6298. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Theodore Young is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, UT, VA, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

PERRY-YOUNG INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PERRY-YOUNG INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
New York Life Insurance
PERRY-YOUNG INSURANCE SOLUTIONS

Theodore Young

Financial Advisor
  • Home
  • About Us
    • About Us
    • Dedicated Support
    • Our Services
    • NFLPA Registered Financial Advisor & Sports Financial Advisors Association Member
    • Life Stages
    • Our Location
    • Products
  • Learning Center
    • Calculators
  • Contact Us

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