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 gearing up to present the paper he co-wrote with former Financial Planning Resident Russell Kroeger (“Serving Millennial Clients with a 3-Step Model”) at two conferences. In April, the pair will present at FPA Retreat in Phoenix, AZ, and in May they’ll deliver their presentation at FPA’s NorCal conference which is held annually in San Francisco. Yusuf is excited to see how the presentation is received and hoping the suggested framework for working with young professionals gains traction.

Yusuf and Maegan are thoroughly enjoying their journey as new parents – Noah gives them a reason to smile and laugh every day. They are grateful for his health (he’s doubled his birthweight!) and love watching him do just about anything, from playing with his favorite stuffed animal to splashing while taking a bath. Yusuf is enjoying working from home on Mondays and bonding with Noah one-on-one – having the opportunity to do so is his newest way of Living Big.   

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“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