Henry Youssef

About Henry Youssef

As a financial advisor, my mission is \"To design and implement creative solutions so that my clients and their families can live the lives that they desire.”Where are You Now? Where Do You Want Te Be?Your answers to these two questions and many others form the foundation of a successful financial strategy. That\'s why I like to begin each new relationship by taking my clients through a Unique Planning Process. This process begins with a RELATIONSHIP with you, secondly to INSPIRE you to take action, I then work with you to COMPOSE your financial strategy and lastly and most importantly HOLD you accountable through the entire process. I assist my clients in making informed confident decisions based on personalized, long-term financial strategies. Since your needs evolve over time and changes occur in your life, I stay in touch to help ensure that you always have the right mix of investments and insurance.

Experience

1. Financial Advisor

   Equitable Advisors

   Jan 2020 — Present · Woodbridge, NJ, US

   We recognize that no two clients are like. Your dreams and your plans set you apart. That\'s why we provide customized strategies tailored to your needs and your proprieties. We work with you to develop a plan, implement it and take care of the details. Through the process, we will be there to provide information and answer questions. As a Financial Advisor, we are able to offer investment advisory products and services from some of the world\'s leading financial companies.CA Insurance Lic.#0H00562

Education

• Kean University

  Bachelors, Management & Economics

  2003 — 2005

Skills

• Wealth Accumulation
• Values-Based Leadership
• Retirement Planning
• College Savings Plans
• Coaching