About Me

 

Yousef J. Surmawala, LUTCF

 

Welcome to my home page!

As a dedicated financial services professional, I have created this site
with you in mind. I pride myself on providing personalized one on one
service and truly believe in the "client first" philosophy.

A little bit about me...I have been a resident of Miami, Florida since 1972 and been in the Financial Services industry since 1983. I am married with 2 children. To maintain a balance and objectivity in my profession, I devote a great deal of time to civic and charitable endeavors throughout the country.

I am a Graduate of Business Administration and Enterprise Economics. As part of my Financial Services practice I have conducted seminars across the nation on Estate Planning, Risk Management strategies, Retirement Planning and Education Funding. I have earned the LUTCF designation.  I am a qualified Leaders Association Life Member, Hall of Fame Life Member, the Millenium Award for Customer Satisfaction, Member of the Masters Program for Top Producers of New England Financial and MDRT and Court of the Table Qualifier.


I believe...

"One must live by the day, but plan for life!"