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Youssef Marzouk, CFP

Youssef Marzouk, CFP

CERTIFIED FINANCIAL PLANNERâ„¢ professional

Morris Plains, NJ

Background:

  • Joined Equitable Advisors (Equitable Life) in January 1980
  • Consistently one of Equitable Advisors' top associates

Education:

  • B.S. Cairo University, 1965
  • Studied for M.B.A. at Fairleigh Dickinson University
  • CFP®(CERTIFIED FINANCIAL PLANNER™ professional) College of Financial Planning, 1992

  • Continuously attends industry training and certification programs
  • Awarded title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning*

Professional Memberships:

  • Paramount Planning Group (an elite group within Equitable for the company's most
    distinguished, innovative, and respected financial professionals)
  • Million Dollar Round Table (recognized internationally as the standard of excellence in the Life Insurance Industry)
  • New Jersey Association of Insurance and Financial Advisors
  • Board Member of the Egyptian American Medical Society

Personal:

  • Active in the Egyptian Community and in several charitable organizations
  • Enjoys travel and sports, including tennis and soccer

California Insurance License #: 770809