CHIEF INVESTMENT OFFICER • PARTNER
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: As we transition from winter to spring, Yusuf is looking forward to traveling a bit in the coming months. First, in April, to Columbia, SC, to serve as the celebrant in the wedding of two dear friends (and former Yeske Buie team members). Then, in May, Yusuf is looking forward to reconnecting with friends he’s made in the profession over the past 15 years at FPA’s annual Retreat conference in Tucson, AZ. At the office, Yusuf is thrilled that we’re done with our most recent hiring push and we’ve added some really talented people to the team. Spending time with Rustin, Tim and Myan is energizing, and it feels good to have enhanced capacity on the roster to continue serving Clients at our standard. And at home, the Abugideiri household is busy with extracurriculars – Rian has started ballet, Noah will be playing baseball this spring, and both have begun (or, in Noah’s case, resumed) swim lessons with the intent of defeating the ocean this summer. The outcome remains in doubt, but their confidence is unwavering. And Yusuf and Maegan are looking forward to celebrating 10 years of marriage on May 10th – time does indeed fly when you’re having fun!
*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.