CPA/PFS, CFP, AIF, CWS, MSA
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally recognized and award-winning financial advisor, speaker, and educator as well as the Chief Planning Officer at Focus Partners Wealth.
Jeffrey has the rare ability to simplify complex laws that govern individual retirement accounts, tax planning and more presented with his unique blend of interpretation and humor. As Chief Planning Officer, Jeff serves as a technical and advanced planning resource for advisors and acts as Focus Partners primary thought leader on planning concepts and strategies.
Jeff works closely with advisory teams to create a seamless client experience that instills planning confidence as clients progress towards achieving important financial and life goals. Focus Partners allows Jeff to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Jeffrey has also educated thousands of CPAs, Attorneys and consumers on retirement, tax, and estate planning strategies.
About Focus Partners Wealth
Focus Partners Wealth, a Securities and Exchange Commission registered investment advisor providing an extensive range of fiduciary financial advisory services, supports individuals, families, nonprofits and organizations.
With a passion to progress, serve, and do the right thing for clients at all times, Focus Partners Wealth helps to fulfill client’s financial dreams using the organization’s proprietary Design | Build | Protect® methodology and an array of planning strategies.
For more information, visit wealth.focuspartners.com.