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 #: 0770809