Jacklin Youssef

Services Offered

• Comprehensive financial planning
• Charitable planning
• Tax planning

About

Jacklin Youssef is a Managing Director and Advanced Planner based in New York, New York. She provides comprehensive financial planning services, including the design and implementation of financial, charitable, and tax planning strategies. With over twenty years of experience, Jacklin specializes in holistic advanced planning for high net-worth and ultra-high net worth individuals. Her background includes significant roles at leading financial institutions, ensuring her clients receive tailored financial guidance.

Reviews

Location

Business Information