James Young, CPA, CFA, CMA, MBA
Vice President of Accounting Services
James is CLP Financial Group’s Vice President of the Accounting and Tax Division. James has worked in the field of finance and accounting for over 20 years. James is a Certified Public Accountant with experience in both large and small public accounting firms in New York City and locally, as well as 17 years working for a major asset management company. James’s experience includes managing a small CPA firm he started, performing audits and reviews of financial statements, as well as helping individuals and small businesses with their accounting and tax needs. As a former Assistant Manager at several McDonald’s locations, James also has experience in small business management.
As a registered Investment Adviser Representative and a licensed insurance agent, he is also able to assist you with your financial planning needs. James has been a licensed Certified Public Accountant since 2002 and holds the Chartered Financial Analyst ® designation and is recognized as a Certified Management Accountant.
James is a veteran, having served in the United States Navy, both on active duty and in the reserves, for eight years. He graduated from Norfolk State University with a Bachelor of Science degree in Accounting. He also has a Master of Business Administration, with a concentration in International Business, from Old Dominion University and is currently working on a Master of Science in Accounting degree from Old Dominion University.
Out of a desire to give back to the community, James is involved in the governance of various community organizations. James is the Treasurer and a member of the board of directors of the Virginia Housing and Community Development Corporation. He serves as a member of the Supervisory Committee of ABNB Federal Credit Union. An active member of the National Association of Black Accountants, James spends part of his time mentoring college students and younger accountants. As an Adjunct Associate Professor of Business at Tidewater Community College, part of his time is spent teaching in the classroom.
A family man, James is a married father of twins, both currently in college. He spends what free time he has with his family and pursuing his passion as a life-term learner, constantly reading and adding to his collection of over 1,400 books.
Financial Planning and Investment Advisory services are offered through C2P Capital Advisory Groups LLC D/B/A Prosperity Capital Advisors (PCA) and SEC registered investment advisors with its principal place of business in the State of Ohio. James Young is registered as an Investment Advisor Representative of PCA in the State of Virginia.