John Youssef

Background

About John Youssef

Helping Clients Achieve Financial Freedom with Tailored Wealth Strategies With an MBA and CRPC® designation, I specialize in guiding individuals and families through comprehensive financial planning, with a focus on retirement strategies. My expertise spans retirement income planning, tax-efficient strategies, and investment management. I’m passionate about empowering clients to make informed financial decisions, combining deep financial knowledge with a personalized touch to help clients feel confident and secure in their financial future. Whether you’re planning for retirement, managing wealth, or navigating life’s transitions, I’m here to help. Let’s work together to create a strategy tailored to your goals. “BMO Investment Services” is a brand name used by certain employees of BMO Bank N.A. who provide advisory, brokerage, and insurance services offered by and through LPL Financial (LPL) in their capacity as representatives of LPL Financial. Financial Advisors are investment advisor representatives of and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BMO Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and may also be employees of BMO Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank N.A. or BMO Investment Services. BMO Wealth Management and BMO Investment Services are not affiliates of LPL. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not BMO Bank Guaranteed | Not BMO Bank Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.