Nour Shurbaji

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About Nour Shurbaji

To me, financial planning is personal.

It’s about more than numbers or investments — it’s about people’s lives, dreams, and well-being. I became a financial planner because I saw firsthand how powerful it is to have someone you value guiding you through life’s big decisions. Now, with over a decade of experience, it’s a privilege to be that person for others.

I’m here to listen, educate, and help you feel confident about your next steps. I believe in making planning approachable, honest, and tailored to your story. No judgment, no pressure — just thoughtful guidance that puts you first.

I hold a CFP® designation and am fully licensed to provide investment and insurance solutions, but what truly sets my work apart is my ability to make you see the full picture and plan accordingly.

Originally from Damascus, I now live in New Jersey with my husband and our two little ones, Leila and Jude. Being a mom has deepened my passion for helping families feel confident and supported. When I’m not working, I’m practicing yoga, traveling with my family, or diving into books on personal growth and financial innovation. I love creating space — for my clients and myself — to think clearly, dream big, and move forward with purpose.

If you’re looking for someone who will care about your life as much as your finances, I’d be honored to be part of your journey.

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General Information

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CRD#

6419908

Firm CRD#

8733

Name of Broker/Dealer

LPL Enterprise

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

Arabic

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 63

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Based on Assets

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Disclaimer

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA & SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Phoenix Financial Group.

Paladin Advisors

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