Ray Levitre Email & Phone Number
Founder, CFP, Fee-Only Planner, and Author of "Twenty Retirement Decisions You Need to Make Right Now" @ Net Worth Advisory Group
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Ray Levitre Location
- Sandy, UT, US
Ray Levitre Work
- 2003 -now Founder, CFP, Fee-Only Planner, and Author of "Twenty Retirement Decisions You Need to Make Right Now" @
- 1995 -2002 Stock Broker @
- 1993 -1994 Financial Advisor - Insurance Agent @
Ray Levitre Education
- Utah Valley University
Adjunct Faculty (Taught Introduction to Financial Planning course to CFP students)
2017-2017 - College for Financial Planning
CFP Certificate (Financial Planning)
2002-2004 - University of Utah
Bachelor's degree (Political Science and Government)
1990-1993 - Brigham Young University - Idaho
Formerly Ricks (Junior) College - No degree (Genenal Studies)
1989-1990
Ray Levitre Skills
- Financial Analysis
- Financial Planners
- Wealth Management
- Investments
- Asset Management
- Strategic Financial Planning
- Certified Financial Planner
- Retirement Planning
- Mutual Funds
- Financial Advisory
- Public Speaking
- Investment Strategies
- Financial Planning
- Asset Allocation
- Customer Service
- Leadership
- Strategic Financial
- Business Strategy
- Accounting
- Business Development
- Entrepreneurship
- Certified Financial
- Strategic Planning
- Microsoft Office
- Management
- Project Management
- Strategy
Ray Levitre Summary
- Ray Levitre, based in Sandy, UT, US, is currently a Founder, CFP, Fee-Only Planner, and Author of "Twenty Retirement Decisions You Need to Make Right Now" at Net Worth Advisory Group. Ray Levitre brings experience from previous roles at Merrill Lynch and AXA Advisors, LLC - Formerly MONY. Ray Levitre holds a 2017 - 2017 Adjunct Faculty in Taught Introduction to Financial Planning course to CFP students @ Utah Valley University. With a robust skill set that includes Financial Analysis, Financial Planners, Wealth Management, Investments, Asset Management and more. Ray Levitre has 2 emails and 2 mobile phone numbers on RocketReach.
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