Your life. Your wealth. Your future.

Pursue what matters most

Family photos on shelf

Faissal (Al) Yousef, CFP, CRPC

Senior Vice President–Wealth Management


In our role as trusted advisors, we work with clients looking for guidance in organizing and managing their finances. We focus on comprehensive financial planning to help our clients protect, grow, and manage their wealth. With families of our own, we understand the need to provide for loved ones and we are committed to helping you achieve your goals.

UBS is the world's largest wealth manager with over $3.6 Trillion in invested assets and a 150-year history of providing financial advice. This allows us to capitalize on the extensive resources and global reach of UBS while offering our clients the service level and agility of a boutique firm.

CA Insurance License# 4141143

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY


  • Portfolio Manager
  • Chartered Retirement Planning Counselor
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
  • (201) 587-2761

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Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Are markets going "Back to the Future"?

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Our Process

Our Process