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Paladin Research Report For:

Nour Shurbaji

Phoenix Financial Group

CFP®
11 Sunflower Ave Suite 2000
Paramus, NJ 07652
201-777-7074

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.

See Disclosures

General Information

automated call
  • Yes
CRD#
  • 6419908
Firm CRD#
  • 8733
Name of Broker/Dealer
  • LPL Enterprise
States Licensed in
  • NJ
Years of Experience in Financial Services
  • 10
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

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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

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

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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.