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Everyone has a story, and my work begins with listening. I firmly believe that by listening to your story I find clarity. Clarity is necessary to understand your goals and needs. And clarity leads to accomplishment. I make it my priority to deliver beyond my client's expectations and do so by using an established process with them to develop personalized financial strategies that work as advertised. My clients have peace of mind, knowing that their families and businesses will be financially sound not only in short term, but as we work together throughout their lives. There is no charge for an initial consultation and nothing to buy at this point so why not meet today?
Here’s what I love most about what I do.
1) No two clients are alike, no two days are alike, no two tasks are alike– Sure there are similarities but every day is a new journey with. Being a financial advisor is a wonderful combination of meeting new people, learning what they need (listening to their story), figuring out how to help them, creating plans or recommendations, crunching data or making sense of it. Tasks can be simple like reviewing mortgages and portfolios or more complex like preparing for retirement, estate planning, or savings projections. For me, variety is the spice of my professional life!
2) The better you know your clients, the more you can help them– For most people, money is a key. A key to opening the door to the lifestyle they want to live. Financial advice is useless unless it’s personalized to meet a person’s goals. Coming up with money strategies that work as advertised for clients is critical. Whether it's how to save more; how to budget better; how to reduce debt or taxes; or build a portfolio that honors your values and beliefs my challenge is to figure out what will work best for my clients.
3) Helping people learn how to get their money to work for them is my passion – Money skills and knowledge are not taught in school yet they are critical to reaching your financial goals and to opening the door to many lifestyle choices. Most people learned their money skills over time from their families, friends or through trial and error. As an educator of more than 25 years I believe that personal finance education is a life long learning goal. People change, plans change, life evolves and we can always learn better money skills to achieve our goals.
4) Using my training, skills and experience matters to me – During my journey from educator to financial advisor, I learned a lot about people, learning, and money. I started a DIY investor and later became a day trader for a few years before deciding to become a financial advisor. I learned a lot during those days about investing. As an educator I learned a lot about sharing experiences and learning. Being a financial advisor, in my opinion, is the best place to bring my passions for investing, teaching and learning together to help people I care about.
5) My job doesn’t feel like like work – When I’m doing this work, I get lost in the people, their stories and their goals. There is no better feeling. Helping people understand their personal finances is what I was born to do.
I started my own business to combine my passion for people, learning and investing together. I probably should have been running my own business from day one, but like many of us I found myself coming up with reasons why I wasn't ready. I let others talk me out of my goal with words like "its risky" or "you'll end up broke." Growing into the mindset that it was something I could do and absolutely wanted to do took time. Today I've reached my goal of running a successful business. Knowing that I did it has shown me that I have an obligation to help others reach their goals. Though most of the goals I work on with clients are financial ones they always tied to other more personal goals. Those goals matter to us more than we like to think.
I think member of Bark.com should choose me as their financial advisor because its not about the money it's about you and your goals. I guess if your only goal is to amass a mountain of money I'm really not your guy. However,
-if your goal is to live the lifestyle you want;
-if you want to work with someone that will listen to your goals and your story;
-if you want to use an established and understandable planning process;
-if you want to partner with someone to help keep you on track for the rest of your life
then there is a very good chance I'm your guy. It's at least worth a conversation I'd say.
4.90/5.00
based on 12,131 reviews
Yousef took over my portfolio 12 months ago, and I have been extremely happy with the strategy, and results despite these challenging market fluctuations. Yousef is a top-notch professional, who understands my financial goals, listens to my concerns, and explains everything in layman's terms. His prompt responses to my queries are always thorough and sensible. I also appreciate his attention to the tax impact of decisions about the portfolio, which previous advisors did not. I would describe Yousef as personable, proactive, a strong communicator who is passionate about providing outstanding customer service. I told Yousef when I joined that I wanted to be able to sleep at night and not worry about my portfolio. I now sleep like a baby! :-)
05 Aug 2025
First thing I have to say , Yousef is the most consistent persistent financial advisor I have ever met . I think we went back and forth over a two year period to get us on board. Not pushy but understanding and respectful to our DIY investing attitude . He knew we were getting tired and it was time to try something new. Yousef is very informed , transparent and follows through . We feel Yousef and his team will take care of our goals for retirement. Thanks for a fast and smooth transition.
29 Jul 2025
I & my husband Chandra, had the opportunity to interact with Yousef Nassereddine a week back & indeed had a great experience. He has a positive approach & a dedication which appealed to us immensely. We recommend his services to all concerned, & wish him all the best in all his endeavors moving forward. Best Mita
22 Jul 2025
What does a Financial Advisor do?
A financial advisor refers to a qualified professional who helps others manage their money. An advisor may specialise in a particular field such as investments, pensions, insurance or savings.
Their main responsibility is to understand your financial situation and to develop a plan based on your needs. They will begin by ascertaining your financial goals. For example, buying a house or retiring early. Your advisor will then want to determine your current position in relation to those goals. Once they have all the information, they will then use their experience to be able to determine the right path for you.
Often, people have an ongoing relationship with a financial advisor, who will navigate them at every stage to ensure they are working in their client’s best interests.
What to look for in a Financial Advisor
You must choose a financial advisor who is fully qualified to be able to help you manage your assets. They should have a good reputation and be someone who listens to your situation. Ideally, they should specialise in the area you need help in such as pensions or investments.
Always be wary of financial advisors who try and sell you investments without prior knowledge of your financial background. Instead, find an advisor who will customise their advice based on your current position and your specific goals.
Your financial advisor also needs to be someone you can build a good working relationship with. Meeting them in person and discussing your needs will help ensure you are both on the same page.
Different types of Financial Advice
Money is a broad topic and as such, it pays to find an advisor who understands your specific area of concern. Here are some of the most popular areas a financial advisor can help you with.
Investments - The right investments can make your money work harder for you, versus if it was just sitting in a bank account. The key is to choose the right portfolio that offers plenty of diversification. A financial advisor will be best placed to help you nurture your investments, and will ensure you don’t exceed your limitations.
Mortgages - Buying a home is for most people the biggest purchase they will ever make. Getting a great deal on your mortgage is tough, as is deciding what you can afford in the first place. Financial advisors who specialise in mortgages may be able to broker a better deal especially compared to what you will find on the high street. In the long run, this could save you a lot of money compared with not doing your research.
Pensions - How much money we will have to live on when we retire is a concern most of us face. There are various options for pensions these days, including an individual pension. A financial advisor will find the best pension deals based on your requirements. For example, how much you can afford to put in your pension pot and what your overall goal is.
Savings - Saving is one of the best ways to achieve your financial goals. A large savings pot can also come in handy should an unexpected event occur that would otherwise threaten your financial health. Saving takes discipline, and the various saving methods that are out there could help or hinder how fast you reach your target. That’s where a financial advisor will be able to find you the best deal and help you carve out a path so that you stay on track.
Do I need a Financial Advisor?
The topic of money is a complex one, and while you may be good at managing your money in general, there are various situations where a financial advisor can prove very useful. For example, if you are looking to invest. That’s because the stock market can be a volatile place, especially for those who are unfamiliar with how it works. A financial advisor will be able to invest on your behalf and also ensure you do not lose more money than you can afford to.
Another common matter is mortgages, particularly as a financial advisor may be able to get you a better deal than what a high street provider can offer. A financial advisor can also offer the same services for insurance and personal pensions too.
In all, there are many different fiscal services that a financial advisor can provide. If you want to ensure a healthy financial outlook, then seeking qualified advice is one of the best ways to make sure you are on track with your goals.
What are the different types of Financial Advisors?
There are two main types of financial advisors called independent and restricted advisors. A financial advisor must clearly state which type they are so that you can make an informed choice.
An independent financial advisor (IFA) will give you unbiased advice about a wide range of services. They may specialise in a particular area of finance or work broadly across the whole market.
A restricted financial advisor only works with a specific provider or area of expertise. There are various restrictions they may have to adhere to. For example, they may not be able to advise on the existing products that you already have in place.
Questions to ask a Financial Advisor
There are many questions you will want to ask your financial advisor - the basics including how they are paid and if they receive a commission on certain products. You’ll also need to know how the relationship will work and what their typical clients are so that you can be sure your interests are aligned.
Aside from the basics, you should ask your financial advisor how they plan on managing your money. This will usually be determined after they have identified your current financial position. While they are there to advise you, it’s still your money. So, it’s important you fully understand what they will be doing with it. Your adviser should be able to clearly state what products they think are best based on your individual circumstances.
You should also ask your financial advisor where your money will be held. Some financial advisors will hold onto your money for you, whereas others manage your investments on your behalf after you have made them. Many people opt for the latter due to it being more secure, as your advisor cannot take money out of your account.
If you have any other concerns or queries, then it’s a good idea to write these down before your appointment. The research you undertake before hiring a financial advisor should also give you some indication about how they work too.
How much does a Financial Advisor cost?
Financial advisors will either charge by the hour or have a flat fee. The amount you can expect to pay will vary depending on their level of qualification or expertise. Most financial advisors will give you an initial meeting for free. While this won’t cover any specific advice, it does give you a chance to see how they work and if you would be a great fit moving forward.
Can I find a Financial Advisor online?
Yes! Bark makes it simple to find and hire a Financial Advisor from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Financial Advisors for the job. Most Financial Advisors will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.
