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. He has been practicing financial planning since 2009.

Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine has named him a Top Financial Advisor every year since 2019, and he has been named to Northern Virginia Magazine’s list of Top Financial Professionals annually since 2020. Yusuf also appeared in a TV commercial that ran on several networks from 2019-2021 as part of Schwab’s Independent Difference Campaign*. The campaign emphasized the importance of working with an Independent Registered Investment Advisor (RIA) and highlighted the benefits of engaging a fiduciary for financial advice. Earlier in his career, Yusuf was named to InvestmentNews’ 2016 list of 40 Under 40, and to WealthManagement Magazine’s list of Top CFP Holders Under 36 in the same year*.

Yusuf’s recognition by these platforms has been well-earned through his dedication to serving Clients as a fiduciary, and through his leadership within a variety of professional associations.

Since the start of his career, Yusuf has been a member of the Financial Planning Association® (FPA®) and is a graduate of FPA’s Residency Program. 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.

He co-authored the article “Serving Millennial Clients with a 3-Step Model” with Russell Kroeger, CFP®, EA, a graduate of Yeske Buie’s Financial Planning Resident Program, which was featured as the cover article for the September 2017 issue. In 2021, Yusuf joined the Journal’s Peer Review Board.

Yusuf is also a member of the CFP Board’s Workforce Development Advisory Group. The group advises CFP Board on initiatives related to attracting the next generation of financial planners, continuing to strengthen the pipeline of talent in 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, a guide that 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. In 2021, the group contributed to the Guide to Careers in Financial Planning, which “provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers.”

In 2020, Yusuf became a member of the Washington D.C. Estate Planning Council. He was recruited to be a member of the Diversity and Inclusion Task Force and he served as the co-chair of the Recruitment Subcommittee. In 2021, Yusuf became a member of the Council’s Board of Directors.

With a strong affinity for his alma mater, Yusuf also served as co-chair of the Recent Alumni Board of the Pamplin College of Business at Virginia Tech. He visits campus often to speak in financial planning classes and to give back to the university through various programs.

In his free time, Yusuf enjoys spending time with his wife, Maegan, and their children, Noah and Rian, as well as the rest of their family and friends. His passions include listening to music, watching sports and movies, collecting sneakers, and working out (he’s a certified Peloton addict).

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: 2023 is off to a rip-roaring start, and Yusuf has been enjoying so much of what the year has had to offer in just six weeks. Aside from the fun of beginning-of-year work for our Clients (like trading, which is still a favorite responsibility of Yusuf’s), he has had the opportunity to speak at a conference in-person for the first time since 2019. The conference was Dimensional Fund Advisor’s Deals and Succession Conference, and Yusuf was asked to join a panel of second generation business owners of financial planning firms to share insights about what can make a firm’s internal succession plan successful.

On the personal side, Yusuf and Maegan were able to take their first vacation without Rian and Noah – they spent a long weekend in Miami with their best friends and had a blast. Speaking of the kids, Noah continues to thrive in school and has become a certified LEGO maniac (he loves all things Star Wars and Harry Potter, and loves creating “scenes” with sets he builds from his imagination), and Rian has picked up a singing habit (her favorite way to wake the family up is by sing-shouting the ABCs almost immediately after opening her eyes). There’s much to be grateful for in the Abugideiri household, and perhaps even more to laugh at given the near-constant hijinks offered by the children.

*Recipient advisor or wealth manager of an award and/or ranking is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Disclosures for Awards and Rankings are available here.