- Wealth Management Experience Since 1999Jacklin Youssef is a Managing Director and Advanced Planner at First Republic Investment Management. In her role as Advanced Planner, Mrs. Youssef works with high net-worth and ultra-high net worth individuals to provide comprehensive financial planning services. These services include the design and implementation of financial, charitable and tax planning plans. Mrs. Youssef has over twenty years of experience providing holistic advanced planning advice to ultra-high net worth individuals. Prior to joining First Republic in 2022, Mrs. Youssef was a Senior Wealth Planner with the Vanguard Group, PricewaterhouseCoopers LLP, Vice President with Citigroup Smith Barney, and Senior Financial Planner with Ernst & Young LLP. She conducted numerous seminars to financial advisors and clients.
- Professional DesignationMrs. Youssef is a CERTIFIED FINANCIAL PLANNER® professional.
- EducationMrs. Youssef holds Masters of Taxation from Bentley University, and Bachelors in Finance from New Jersey City University. She is also an Enrolled Agent with the IRS.
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