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Yousef Khan, CFP® | Financial Planning Assistant & Client Relationship Manager

Yousef Khan, CFP® | Financial Planning Assistant & Client Relationship Manager

Financial Planner

Yousef graduated with a Bachelor’s Degree in Finance from the University of Houston-Downtown. Since then, he has worked in the Financial Services industry since 2012, continuously gaining experience in Insurance, Investments, and Estate Planning. As a seasoned Client Relationship Manager, he is passionate about advancing the office’s service and operations excellence.

Yousef has obtained his Group One Insurance License, Series 6, 63, and 7 Securities License (held with LPL), as well as his Certified Financial Planner designation.

Outside of the office, Yousef enjoys quality time with friends and family, home building projects, and cooking new recipes.