MEET THE PRINCIPAL
DARRELL YOUNG, PRINCIPAL
CPA, CFP®, CIMA®
Darrell Young believes in the importance of a vision. After working for global financial firms Merrill Lynch, UBS Financial Services, and Deloitte & Touche, Darrell founded PGWM in 2012 on the belief in transparent, client-comes-first environments. Darrell diligently pursues the core values he forged in 20 years of experience: ambitious long-term performance, a positive outlook, and building cooperative partnerships from respect and trust.
Darrell believes nothing worth doing is ever easy. He believes in a commitment to excellence, and emphasizes a high potential, high maintenance approach as his firm’s defining quality. A student of economics, Darrell enjoys immersing himself in the financial world, providing him the competitive edge. He prides himself on constant presence in his office and dependable client accessibility, striving to maximize value for his clients.
Darrell’s professional policy follows the Golden Rule: treat others as you want to be treated. Darrell is a product of the native Bay Area Scouting community – proudly earning the Eagle Scout rank as a youth – and cultivates the values of loyalty and empowerment of others. In fact, he spreads these values through continued, active involvement in the Scouting community as a volunteer leader and registered Merit Badge Counselor.
2012 to Present
2012 to Present
2007 to 2012
2003 to 2007
Poplar Global Wealth Management,
Principal/Investment Adviser Representative
Mutual Securities, Inc.
UBS Financial Services Inc.
Class of 1997
University of California, Santa Barbara
B.A. Business Economics, emphasis in Accounting
Certified Investment Management Analyst
Certified Financial Planner
Certified Public Accountant
Insurance Producer (Life, Long-term care, Disability)
FINRA Series 66, Uniform Combined State Law Exam
FINRA Series 7, General Securities Representative
Troop 12 Alumni Association Inc.
Boy Scouts of America
Self-Help for the Elderly