VETTED

Nour Shurbaji

CFP®
Phoenix Financial Group
Nour Shurbaji
Tel: 201-777-7074 11 Sunflower Ave Suite 2000 Paramus, NJ 07652
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.

About Phoenix Financial Group
Phoenix Financial Group was founded in 2022, inspired by a transformative seminar we attended in Phoenix, Arizona. The symbolism of the phoenix bird - renowned for its strength, resilience, and ability to rise again - resonated deeply with us. This powerful metaphor perfectly encapsulates our dedication to helping clients navigate challenges and build a robust financial future.
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General Information
Name of Broker/Dealer:

LPL Enterprise

States Licensed in:

NJ

Number of Years with Current Firm:

10

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

Qualifications & Memberships
Insurance and Annuity Licenses:

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

Services
Investment Types:

Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Phone, Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Compensation Methods:

Commissions, Based on Assets

Preferred meeting methods
I provide a free initial consultation:

Yes

Financial Planning for Individuals
I provide comprehensive financial planning for individuals, including but not limited to budgeting, investing, retirement planning, tax strategies, and risk protection designed to simplify decisions and maximize results.
Portfolio Management
We provide personalized portfolio management to help grow and protect your investments, balancing risk and return based on your goals. We offer a wide range of investment options, from traditional choices to more complex structures.
Retirement Planning
We create customized retirement plans that coordinate 401(k)s, IRAs, Roth IRAs, pensions, and Social Security. My goal is to maximize your income, minimize taxes, and protect your assets so you can retire with confidence.
401K Rollovers
Take control of your old 401(k) by rolling it into an IRA or new plan. I'll help you choose the best option for your goals, simplify the process, and make sure your savings stay protected and growing.
Insurance Planning
I help you protect your wealth, family, and legacy with insurance strategies covering life, disability, and long-term care so you're prepared for whatever life brings. Safeguard your assets, provide for your family, and ensure your legacy lasts.
Annuities
We strategically use annuities within your overall financial plan to provide steady income, reduce market risk, and support your long-term goals especially nearing and during retirement.
Education Funding and Planning
Give your kids the best start without sacrificing your financial future. I design personalized education funding plans, covering 529s, savings, and investment strategies, to make college more affordable.
Investment Advice & Management
Put your money to work the right way. I'll guide you with investment advice and active management covering stocks, bonds, ETFs, and alternative strategies so your portfolio keeps up with your goals and risk tolerance.
Money Management
Smart money management goes beyond budgeting. I'll help you create a personalized plan for saving, investing, and reducing debtso you can stress less and reach your financial goals faster.
10 Years of Experience
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 7:00 PM
Tuesday9:00 AM - 7:00 PM
Wednesday9:00 AM - 7:00 PM
Thursday9:00 AM - 7:00 PM
Friday9:00 AM - 7:00 PM
Saturday9:00 AM - 1:00 PM
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