YUSUF ABUGIDEIRI, CFP®

PARTNER • SENIOR FINANCIAL PLANNER

Yusuf 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. In 2019, the group contributed to the publication of Financial Planning Career Paths: Building More Sustainable and Successful Businesses. The guide aims to “help firms in the financial planning profession with financial planner recruitment, onboarding, training, career development and retention” and lays out a career ladder for financial planners.

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. In 2019, Yusuf participated in Schwab’s Independent Difference campaign, which emphasized the importance of working with an Independent Registered Investment Advisor (RIA) and highlighted the benefits of engaging a fiduciary for financial advice. In 2020, Yusuf was named to Washingtonian Magazine’s list of Top Financial Advisers.

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 enjoying one of his favorite times of the year. The fourth quarter provides a number of opportunities to connect with Clients as the end of the year approaches, and Yusuf enjoys crunching the numbers to determine the best course of action based on each individual’s circumstances.

The fall also brings with it many of the Abugideiri family’s favorites: all things pumpkin (Maegan), all things football (all three members of the family are big fans), and all things birthday (there are four family birthdays in September/October). And with the holidays just around the corner, there’s no shortage of things to be excited about.

Speaking of exciting news, Maegan and Yusuf can’t believe they’re only a couple months away from welcoming their daughter into the world. Noah has started identifying the books that he would like to “read” to his sister; although he’s not quite literate yet, he’s memorized most of his books and is looking forward to sharing them with the baby.