Henry Youssef CFP®
CERTIFIED FINANCIAL PLANNER™ professional
P | 732-452-7272
F | 732-979-2257
E | henry@equityws.com
Business Philosophy:
I am passionate about working with clients to bridge the gap between financial strategies and their purpose within a plan.
Background:
Henry has been in the financial services industry since 2006. He received his Bachelor’s Degree in Business Management and Finance from Kean University and continues to pursue his professional designations though the American College of Financial Services. He began his career as an agent with New York Life and in 2012 moved to his current broker-dealer, now Equitable Advisors. His focus is to provide investment and insurance guidance to individuals, families, professionals, executives and entrepreneurs. His primary attention centers around comprehensive financial planning with an emphasis on insurance needs to fulfill objectives of the plan.
Henry joined Equity Wealth Solutions to be part of a strong team with a common goal. He brings extensive background in insurance and risk management to further help clients in the first and most important step in the planning process. Once a client’s foundation is secured, he continues to work with them to accumulate and protect their wealth.
Henry currently lives in Belle Mead, New Jersey with his wife Desiree and his three children. He enjoys spending time with family, traveling, good food and friends.
Henry holds FINRA Series 6, 7, 63 and 65 registrations; Life, health and long-term care insurance licenses and is serving clients in AZ, CA Insurance License Number: 0H00562, CT, DE, FL, MA, NV, NJ, NY, NC, PA, SC and VT. In addition, Henry has IAR registration in AZ, CA, CT, DE, FL, NV, NJ, NC, NY, PA and SC.
