Jay P. Levin Cfp

Jay P. Levin Cfp Email and Phone Number

Owner, Investment Planning Associates, Inc. @
Jay P. Levin Cfp's Location
Rockville, Maryland, United States, United States
Jay P. Levin Cfp's Contact Details

Jay P. Levin Cfp work email

Jay P. Levin Cfp personal email

n/a

Jay P. Levin Cfp phone numbers

About Jay P. Levin Cfp

For 25 years, IPA has been helping individual investors manage their investments in accordance with proven, time-tested investment principles. We avoid getting caught up in the trend du jour and use the long term history of financial markets as our guide in setting investment strategy and client expectations about investment performance. We work with clients to develop an investment plan that balances their risk and return goals. Our goal is to help clients stick with their investment plan despite the volatility of financial markets and to realize excellent risk adjusted returns over the long run. IPA works on a fee-only basis (no product sales, no commissions) to insure that the advice we give is unbiased and objective, not subject to the conflicts of interest inherent in traditional commission based advisory services.

Jay P. Levin Cfp's Current Company Details
Investment Planning Associates, Inc.

Investment Planning Associates, Inc.

Owner, Investment Planning Associates, Inc.
Jay P. Levin Cfp Work Experience Details
  • Investment Planning Associates, Inc.
    Owner
    Investment Planning Associates, Inc. Jan 1990 - Present
    I help my clients make important financial decisions and manage their investments in a comfortable and profitable manner over the long run.
  • Cowen And Company
    Institutional Equities
    Cowen And Company Oct 1987 - May 1989
    Discussed Cowen's company and industry research with analysts, portfolio managers and cheif investment officers of large financial institutions.
    View
  • Donaldson, Lufkin & Jenrette
    Institutional Equities
    Donaldson, Lufkin & Jenrette Sep 1984 - Sep 1987
    Discussed DLJ's company research and financial markets strategy with analysts, portfolio managers and cheif investment officers of large financial institutions.
    View

Jay P. Levin Cfp Skills

Investment Management Retirement Planning Finance Personal Financial Planning Investment Strategies Strategy Management Equities Financial Advisory Strategic Financial Planning Tax Financial Markets Financial Services Financial Risk Business Strategy Portfolio Management College Savings Plans College Funding Strategies Wealth Management Investment Advisory Sales Due Diligence Entrepreneurship Mutual Funds Mergers And Acquisitions Private Equity Financial Planning Public Speaking Insurance Retirement Economics Real Estate Economics Real Estate Entitlements Land Acquisition Tax Management

Jay P. Levin Cfp Education Details

Frequently Asked Questions about Jay P. Levin Cfp

What company does Jay P. Levin Cfp work for?

Jay P. Levin Cfp works for Investment Planning Associates, Inc.

What is Jay P. Levin Cfp's role at the current company?

Jay P. Levin Cfp's current role is Owner, Investment Planning Associates, Inc..

What is Jay P. Levin Cfp's email address?

Jay P. Levin Cfp's email address is ja****@****ria.com

What is Jay P. Levin Cfp's direct phone number?

Jay P. Levin Cfp's direct phone number is (240) 430*****

What schools did Jay P. Levin Cfp attend?

Jay P. Levin Cfp attended The University Of Texas At Austin, Towson University.

What skills is Jay P. Levin Cfp known for?

Jay P. Levin Cfp has skills like Investment Management, Retirement Planning, Finance, Personal Financial Planning, Investment Strategies, Strategy, Management, Equities, Financial Advisory, Strategic Financial Planning, Tax, Financial Markets.

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