EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
15yrs
Karim Youssef
Financial advisor at Strategic Advisers
Karim Youssef is a fiduciary financial advisor in Torrance, California, with 15 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and a year at Merrill, Karim joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
Office21701 Hawthorne Blvd, Torrance, CA 90503
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
- Nov 2011 – Aug 2012MerrillPreviously
Questions to ask Karim
Tailored to Karim’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Karim
How do I contact Karim?
Call Strategic Advisers at (617) 563-7000 and ask for Karim Youssef. Karim works from the Torrance, CA office.
How long has Karim been a financial advisor?
Karim has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Karim hold?
Series 66. Tap any license on this page to see what it allows.
Is Karim a fiduciary?
Karim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karim paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Karim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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