Tony Youssefi joined Capital Financial Group (CFG) in January of 2009 upon graduating at the University of Tennessee, Knoxville. His work with CFG includes insurance and investment strategies for individuals as well as business owners.
Tony works primarily with business owners, young families, and families who have a child or family member with a special need. Tony helps his clients develop long-term financial strategies around risk management, wealth accumulation, estate planning, and business succession. He realizes that all of these strategies have to fit into a budget and he helps his clients find the money so they can work towards achieving their goals. Tony is knowledgeable in the areas of life, disability income, and long term care insurance as well as investments.
Tony strives to earn his clients trust and to build a lasting relationship. He understands that he is a very important piece of his client’s financial life and he wants to be there for the long haul for his clients. Tony feels that he brings good, solid, long-term financial strategies to his clients and that their financial life will be better because of him.
Tony is married to his loving wife, Elizabeth. They have a dog, Mason, who currently acts as their child. Tony and Elizabeth reside in Franklin, TN.
Bachelor of Finance, University of Tennessee, Knoxville
FINRA Series 6, 63
Tony Youssefi is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 8 Cadillac Drive, 150, Brentwood, TN 37027 (615) 309-6300.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies