Jeffrey Levine's Location
Garden City, NY, US
Jeffrey Levine's Work
- Chief Planning Officer @ Buckingham Wealth Partners
- Director of Advanced Planning @ Buckingham Wealth Partners
- Lead Financial Planning Nerd @ Kitces.com
- Tax Planning Strategist @ Holistiplan
- Speaker, Author, Consultant @ Fully Vested Advice, Inc
- CEO and Director of Financial Planning @ BluePrint Wealth Alliance
- Chief Retirement Strategist @ Ed Slott and Company
- President, Founder and Financial Advisor @ ADVANCED WEALTH STRATEGIES, LLC
Jeffrey Levine's Skills
- Roth IRA
- Ira
- Financial Planning
- CPA
- Accounting
- Risk Management
- Estate Planning
- CFP
- Certified Financial Planner
Jeffrey Levine's Summary
Jeffrey Levine, based in Garden City, NY, US, is currently a Chief Planning Officer at Buckingham Wealth Partners, bringing experience from previous roles at Buckingham Wealth Partners, Kitces.com, Holistiplan and Fully Vested Advice, Inc. With a robust skill set that includes Roth IRA, Ira, Financial Planning, CPA, Accounting and more, Jeffrey Levine contributes valuable insights to the industry. Jeffrey Levine has 6 emails and 2 mobile phone numbers on RocketReach.
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