Co-Founder And Managing Director Of Financial Strategies
CurrentBrandon helps individuals, families, and business owners create custom financial plans consisting of investment and insurance strategies tailored to fit their specific needs and goals. He utilizes a holistic approach developed through his experience as a portfolio manager for a hedge fund, with a focus on how individual financial decisions affect the big picture. These custom plans often coincide with the current tax planning and estate planning already in place. Developing a working relationship with existing advisors in a client's financial picture is a big piece to developing an overall financial plan.Areas of Focus:Financial PlanningRetirement Income PlanningInvestmentsLife InsuranceDisability InsuranceBusiness Succession PlanningBrandon Levithan is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services LLC. Member SIPC, Supervisory office: 220 Gibraltar Road Suite 350, Horsham PA 19044. (215) 441-8200. Clear Path Financial is not a subsidiary or affiliate of MML Investors Services or its affiliated companies. I am licensed to sell insurance in: PA, NY, NJ, CT, OH, CA, FL, MD and securities in: PA, NY, NJ, OH, TX, CT.
