Conrad Levesque, Cfp, Cpa, Bpc Email and Phone Number
Conrad Levesque, Cfp, Cpa, Bpc work email
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Conrad Levesque, Cfp, Cpa, Bpc personal email
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Conrad Levesque, Cfp, Cpa, Bpc phone numbers
WHO AM I? A passionate wealth advisory professional dedicated to helping my clients reach their personal and professional goals. HOW CAN I HELP? I take a consultative and forward-facing approach to each client, methodically evaluating every individual’s unique objectives and risk tolerances. Want to save for retirement while decreasing tax liability in the present? Starting a business and looking for advice on structure, financing, and more? Nearing retirement and want to close or sell your business? Maybe you desire to pass the business along to your children or grandchildren? I can educate you on the available options and assist in navigating the steps to realize the desired result. WHO CAN I HELP? I passionately serve any client I can. However, I specialize in: - Closely-held business owners and investors - Dynastic families - Pre-retirees - Non-profits - Business succession planning
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Founder, AdvisorDelvr WealthAtlanta, Ga, Us
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Lead Wealth And Tax AdvisorAlison Wealth Management Aug 2023 - Present -
PresidentLevesque & Associates, Inc. Dec 2016 - PresentMarietta, GeorgiaFinancial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov. -
Financial AdvisorSouthport Capital May 2020 - Jan 2022Atlanta, Georgia, United States -
Financial AdvisorActive Financial Group Oct 2017 - Apr 2020Marietta, Georgia, United States
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Senior Information Security AnalystVoya Investment Management May 2014 - Dec 2016 -
Senior It AuditorJohnson Lambert Llp Feb 2013 - May 2014 -
It AuditorGa Department Of Audits And Accounts Jul 2010 - May 2014
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Lead Tax Preparer/Office ManagerLmh Tax Service Jan 2004 - Feb 2012
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Project ManagerPeacock Farm, Inc May 2007 - Dec 2008
Conrad Levesque, Cfp, Cpa, Bpc Skills
Conrad Levesque, Cfp, Cpa, Bpc Education Details
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Management -
Accounting
Frequently Asked Questions about Conrad Levesque, Cfp, Cpa, Bpc
What company does Conrad Levesque, Cfp, Cpa, Bpc work for?
Conrad Levesque, Cfp, Cpa, Bpc works for Delvr Wealth
What is Conrad Levesque, Cfp, Cpa, Bpc's role at the current company?
Conrad Levesque, Cfp, Cpa, Bpc's current role is Founder, Advisor.
What is Conrad Levesque, Cfp, Cpa, Bpc's email address?
Conrad Levesque, Cfp, Cpa, Bpc's email address is cb****@****hoo.com
What is Conrad Levesque, Cfp, Cpa, Bpc's direct phone number?
Conrad Levesque, Cfp, Cpa, Bpc's direct phone number is +177087*****
What schools did Conrad Levesque, Cfp, Cpa, Bpc attend?
Conrad Levesque, Cfp, Cpa, Bpc attended Kennesaw State University, Western Governors University.
What skills is Conrad Levesque, Cfp, Cpa, Bpc known for?
Conrad Levesque, Cfp, Cpa, Bpc has skills like Acl, Peoplesoft, Tax Wise, Intuit Proseries Tax, Groupwise, Caseware, Quickbooks, Peachtree, Microsoft Word, Microsoft Excel, Powerpoint, Microsoft Publisher.
Who are Conrad Levesque, Cfp, Cpa, Bpc's colleagues?
Conrad Levesque, Cfp, Cpa, Bpc's colleagues are Brittany Newsome.
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