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. From 2021 to 2023, Yusuf served as a member of the Council’s Board of Directors.

After nearly a decade of service with the Foundation for Financial Planning, Yusuf joined the organization’s Board of Trustees in 2026. His involvement with the Foundation began in 2018 when he participated in the organization’s Pro Bono for Cancer initiative, helping a couple navigate the financial challenges of a cancer diagnosis. Yusuf views his position on the Board as an opportunity to give back to the organization that helped shape his approach to financial planning.

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 Chief Investment Officer, 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: It’s hard to believe, but summer is almost over! In just three weeks, the Abugideiris will reach a point in their family’s life that is unprecedented (but NOT unanticipated – in fact, we’ve all been counting down with excitement): Noah and Rian will BOTH be attending the same elementary school! That means Rian gets to go to “the big kids’ school” for full-day kindergarten, and Yusuf and Maegan only have to manage one drop-off, one pick-up, and one school’s schedule. In case you’re keeping score at home, Noah (a rising third grader) is also excited.

It’s been an incredible summer. The kids did exceptionally well with their swim team activities. Noah slashed time on all his strokes and finished the season by winning multiple heats in his final swim meets, and Rian won the Time Buster award (for the swimmer who cut down their times by the largest margin) and the Live Like Hudson award (recognizing her for being a fabulous teammate). Maegan and Yusuf couldn’t be prouder.

At the office, Yusuf is enjoying the fact that he won’t be traveling again until October. While being on the road this summer was a blast (from board meetings to awards ceremonies to a family vacation to retreat-related travels), it’s nice to be home and get back into a rhythm of seeing the team at the office every week. We’re rounding out Safe-Spending trades for our Clients who rely on their portfolios to support their spending needs and aiming to finish the third quarter strong. Before you know it, the end of the year will be in sight!