Karim Youssef, CFP®, holds a Bachelor's degree in Business Administration and Management from the University of New Brunswick, which they earned in 2004. They have extensive experience in the financial sector, serving in various leadership roles at Fidelity Investments from 2025, including VP, Branch Leader and VP, Financial Consultant. Previously, Karim worked as a Financial Advisor at Merrill Lynch from 2011 to 2012 and held management positions from 2004 to 2011. Karim is currently pursuing a Certified Financial Planner designation at Kaplan University.
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