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Allied Financial Partners is proud to announce and welcome David Younis, CFP® as the firm’s Director of Financial Services. Younis will be responsible for managing and growing our financial services division.
He joins us from Lincoln Financial Advisors where he spent 10 years honing his skills by developing a comprehensive and consultative process to financial planning.
Younis graduated Magna Cum Laude from SUNY Geneseo with an undergraduate degree in Business Administration and a concentration in Finance. He then earned his CFP certification through The American College.
Join us in welcoming him to our team!
*Read more about David in our Winter 2014 Newsletter.
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