Nader Yassa

Nader Yassa is the Founder and CEO of LifeStyle Plan, a company he established in January 2019 and has been leading for over 5 years.1 Based in Plano, Texas, Yassa has an extensive background in finance, operations, and entrepreneurship.

Professional Experience

Before founding LifeStyle Plan, Yassa held several notable positions:

• Chief Executive Officer at Crystal Ball Financial, LLC from January 2017 to December 20181
• Consultant for Egyptian International Beverage Company in 20091
• Partner at Sage Financial Strategies, Inc. from 2002 to 20051

Education

Yassa's educational background includes:

• Bachelor of Business Administration (B.B.A.) in Management from Loma Linda University (1985-1989)1
• Post-Baccalaureate studies in Accounting at Portland State University (1990-1992)1
• Study Abroad program in Management at Webster University, Geneva, Switzerland (1987-1988)1

Skills and Expertise

Nader Yassa's professional profile highlights several key areas of expertise:

• Personal finance innovation
• Finance and operations leadership
• Mergers and acquisitions (completed 21 acquisition integrations)
• System conversions and implementations
• Corporate training development
• Budgeting and financial planning & analysis (FP&A)
• Public speaking and mentoring1

Certifications

Yassa holds multiple certifications, including:

• Pilot licenses for various aircraft types
• Certified Public Accountant (CPA) license (currently inactive)1

Languages

In addition to English, Nader Yassa is proficient in:

• Egyptian dialect of Arabic
• Standard Arabic1

Nader Yassa's diverse experience and skill set have positioned him as a leader in financial planning and business strategy, culminating in his current role as the founder and CEO of LifeStyle Plan.