Jeffrey Levine Email & Phone Number
Chief Planning Officer @ Focus Partners Wealth
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Jeffrey Levine Location
- St. Louis, MO, US
Jeffrey Levine Work
- 2024 -now Chief Planning Officer @
- 2024 -now Chief Planning Officer @
- 2024 -now Professor of Practice in Taxation @
- 2018 -now Lead Financial Planning Nerd @
- 2017 -now Speaker, Author, Consultant @ Fully Vested Advice
- 2021 -2024 Chief Planning Officer @
- 2020 -2023 Tax Planning Strategist @
- 2020 -2021 Director of Advanced Planning @
- 2016 -2020 CEO and Director of Financial Planning @ BluePrint Wealth Alliance
- 2009 -2017 Chief Retirement Strategist @
- 2009 -2016 President, Founder and Financial Advisor @ ADVANCED WEALTH STRATEGIES, LLC
Jeffrey Levine Skills
- Roth IRA
- IRA
- Financial Planning
- CPA
- Accounting
- Risk Management
- Estate Planning
- CFP
- Certified Financial Planner
Jeffrey Levine Summary
- Jeffrey Levine, based in St. Louis, MO, US, is currently a Chief Planning Officer at Focus Partners Wealth. Jeffrey Levine brings experience from previous roles at Focus Partners Advisor Solutions, The American College of Financial Services, Kitces.com and Fully Vested Advice. With a robust skill set that includes Roth IRA, IRA, Financial Planning, CPA, Accounting and more. Jeffrey Levine has 6 emails and 5 mobile phone numbers on RocketReach.
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