About Me

Yousef J. Surmawala, LUTCF



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 believe...

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