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.

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 feeling grateful for the way 2019 has begun. Spending time celebrating Yeske Buie’s relationships with its Clients at Bazin’s continued what has been a celebratory few months, and it’s always a special opportunity to reconnect. Yusuf is looking forward to joining the Dave, Elissa, Lauren S., Ryan and Zach in La Jolla for FPA Retreat at the beginning of May – this is one of the Financial Planning Team’s favorite conferences to attend each year.

Maegan and Yusuf are preparing to move to a new home in the next few months and are excited about having a bit more space (and mounted ovens that are out of Noah’s reach). It’s going to be a busy spring as wedding season starts; one of Maegan’s former roommates/bridesmaids is getting married in May and Maegan’s sister is getting married in November.