Yusuf Abugideiri, CFP®

Senior Financial Planner

Abugideiri_5999Yusuf Abugideiri, CFP® holds an M.A. in Economics from George Mason University and a B.S. in Finance from Virginia Tech’s Pamplin College of Business.

Yusuf is a member of the Financial Planning Association® (FPA®). He has served on the Financial Planning Day and Career Day committees through FPA’s National Capital Area chapter and has also served on the chapter’s board as the Director of PR, Media Relations and Communications. Yusuf is a member of FPA’s NexGen community and is a graduate of FPA’s Residency Program.

Yusuf is a member of the CFP Board’s Workforce Development Advisory Group. The group advises CFP Board regarding initiatives related to attracting the next generation of financial planners to the profession, continuing to strengthen the pipeline of talent into the profession, and developing a career path for practitioners.

Yusuf has also served as co-chair of the Recent Alumni Board of the Pamplin College of Business at Virginia Tech; he visits campus frequently to speak in financial planning classes and to give back to the university through various programs.

In 2016, Yusuf was named to InvestmentNews’ 40 Under 40 list, which recognizes members of the financial advisory industry who are under 40 years of age and have changed the industry for the better. He was also named to WealthManagement’s list of the top CFP®-holders under age 36. Yusuf co-authored “Serving Millennial Clients with a 3-Step Model” with Russell Kroeger, CFP®, EA, a former Financial Planning Resident; the article was published in September 2017 in The Journal of Financial Planning (JFP).

In his free time, Yusuf enjoys watching sports and movies, working out, and spending time with his friends and family.

Client Focus: As a Senior Financial Planner, Yusuf approaches his relationships with Clients with the mindset of serving as their anchor; he feels that his role is to design a financial plan that serves as the foundation through which they can realize the limitless vision for their life.

Current Update: Yusuf is soaking up the final days of summer as the season comes to an end. He and Maegan have discovered that Noah LOVES the pool and have spent many weekend afternoons in the water. Noah’s personality is really starting to come through as he learns to talk; while he’s not saying any discernable words yet, he’s making a lot of noise 😊 He’s anxious to start walking, too – although he hasn’t yet mastered crawling, his favorite thing to do is grab Yusuf’s or Maegan’s hands, pull himself up, and stumble around the house.

Yusuf is looking forward to returning to San Francisco in September for a few days, during which he’ll have the chance to spend time with the team in that office and attend our upcoming Client Event. It’s always good to be on the left coast!

Read more from Yusuf:


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson