Shariq Yousfi, CRPC®

As a Financial Advisor, Shariq aspires to be a lifelong resource for his clients, helping individuals, families, professionals, and business owners define their financial goals and achieve financial freedom. He is fully trained and licensed to provide tailored financial solutions, offering guidance through the various stages of their financial lives.

At Baystate Financial, Shariq leverages a team-based approach and the extensive expertise of his associates to create customized financial strategies designed to meet each client’s unique needs.

Shariq earned a bachelor's degree in finance from Southern New Hampshire University and brings 9 years of investment advisory experience to his career. He holds the Chartered Retirement Planning Counselor designation and has worked at firms such as Morgan Stanley and Empower Retirement.

Shariq lives north of Boston with his wife and two sons. Outside of work, he enjoys traveling, playing racket sports, and honing his golf skills.