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
- Chief Planning Officer @ (June 2024 - Present)
- Chief Planning Officer @ (June 2024 - Present)
- Professor of Practice in Taxation @ (November 2024 - Present)
- Lead Financial Planning Nerd @ (May 2018 - Present)
- Speaker, Author, Consultant @ Fully Vested Advice (August 2017 - Present)
- Chief Planning Officer @ (January 2021 - June 2024)
- Director of Advanced Planning @ (March 2020 - January 2021)
- Tax Planning Strategist @ (November 2020 - December 2023)
- CEO and Director of Financial Planning @ BluePrint Wealth Alliance (July 2016 - March 2020)
- Chief Retirement Strategist @ (May 2009 - June 2017)
- President, Founder and Financial Advisor @ ADVANCED WEALTH STRATEGIES, LLC (November 2009 - July 2016)
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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