JOHN YOUSSEF
JOHN YOUSSEF
About Me
John is a Financial Advisor with nine years of investment services experience currently serving the Los Angeles, Orange County and Inland Empire markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, John works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Before joining BMO Investment Services, John served as a Financial Advisor at Merrill Lynch. He earned a Bachelor's degree in Political Science with a minor in History from the University of California and a Master of Business Administration (MBA) from California Baptist University. John also holds Series 7 and 66 licenses through LPL Financial.
John enjoys watching and playing soccer, traveling, and following sports in general.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management