Jacklin Youssef | AICPA ENGAGE 2020

Jacklin Youssef

CFF, Enrolled Agent, MST
Senior Wealth Planner, Vanguard
Malvern, PA

Jacklin Youssef is a Senior Wealth Planner for The Vanguard Group, Inc. She provides comprehensive wealth and financial planning guidance to ultra-high-net worth clients of Vanguard, as well as tax and wealth planning education to financial advisors. Before joining Vanguard, she counseled families and executives on income tax advisory and wealth planning at large national accounting firms in New Jersey. Ms. Youssef received her B.S. in Finance from New Jersey City University, and earned her Masters in Taxation from Bentley University. Jacklin holds a Certified Financial Planner® designation, and is an Enrolled Agent practicing before the Internal Revenue Service.