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. He has been practicing financial planning since 2009.

Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021*. Yusuf also appeared in a TV commercial that ran on several networks in 2019, 2020 and 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.

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 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 family and friends, listening to music, watching sports and movies, and working out.

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: As we approach the end of the summer, Yusuf has been spending time reflecting and being grateful. Noah is going to school, meaning their Mondays together are coming to an end. The past few years of Baba Mondays have provided an incredible bonding opportunity, and Yusuf wouldn’t trade anything for the relationship he’s been able to build with his son. And as Noah enters this next phase of his life, it also provides the opportunity for something new: Baba Mondays with Rian. As one chapter closes, another opens – Yusuf is beyond excited to get more one-on-one time with his daughter (until she’s ready to start school; which, thankfully, won’t be for a few years!).

With the end of the year coming into clearer view, Yusuf is focusing on keeping the year-end planning we do for Clients as his top priority. Roth conversions, Qualified Charitable Distributions, and other tax-planning analyses will keep him and the team busy over the next few months. It’s the most wonderful time of the year! (too early?)

*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.