Brian Levy Location
- Irvine, CA, US
Brian Levy Work
- 2009 - now Founder and President @ BML Wealth Management
- 2021 - now Managing Member @ West Wealth Group, LLC
Brian Levy Education
- University of California, Santa Barbara
Bachelor of Arts (B.A.) (Business Economics)
2002 - 2006
Brian Levy Skills
- Wealth Management
- Financial Advisory
- Retirement Planning
- Financial Planning
- Retirement Plan Consulting
- Wealth Preservation Planning
- Wealth Management Services
- Budgets
- Microsoft Office
- Public Speaking
- Research
- Training
- Finance
- Microsoft Excel
Brian Levy Summary
- Brian Levy, based in Irvine, CA, US, is currently a Founder and President at BML Wealth Management. Brian Levy brings experience from previous roles at West Wealth Group, LLC. Brian Levy holds a 2002 - 2006 Bachelor of Arts (B.A.) in Business Economics @ University of California, Santa Barbara. With a robust skill set that includes Wealth Management, Financial Advisory, Retirement Planning, Financial Planning, Retirement Plan Consulting and more. Brian Levy has 1 emails and 2 mobile phone numbers on RocketReach.
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