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Josh Levitus Email & Phone Number
Financial Advisor
at
BLOK FINANCIAL, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Philadelphia, Pennsylvania, United States
Who is Josh Levitus? Overview
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Quick answer
Josh Levitus is listed as Financial Advisor at BLOK FINANCIAL, LLC, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Josh Levitus.
Josh Levitus previously worked as Financial Planning Sponsor at Cornerstone Capital Planning Group and Investment Advisor at New Century Financial Group, Llc. Josh Levitus holds Bachelor'S Degree, Finance, General from Lehigh University.
Company email context
Email format at BLOK FINANCIAL, LLC
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BLOK FINANCIAL, LLC
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Profile bio
About Josh Levitus
As an Investment Advisor Representative at New Century Financial Group, LLC, I provide customized financial advice and solutions to clients with diverse needs and goals. I have been working in this role for eight months, after completing a year and a half as a Financial Planning Sponsor and Associate at Cornerstone Capital Planning Group, where I supported the development and implementation of comprehensive financial plans for individuals and businesses. I graduated from Lehigh University in 2023 with a Bachelor's degree in Finance, and I have acquired multiple skills in financial planning, investment analysis, portfolio management, risk management, and client relations. My core competencies include analytical thinking, problem-solving, communication, and teamwork. I am passionate about helping clients achieve their financial objectives and dreams, and I constantly seek to learn and grow in the field of finance.For Disclosures, please visit www.ncfg.com
Current workplace
Josh Levitus's current company
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Blok Financial, Llc
Website
AeroLeads page
6 roles
Josh Levitus work experience
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Financial Planning Sponsor
Investment Advisor
New Century Financial Group, Llc
Financial Planning Sponsor
Financial Planning Associate
Mar 2022 - Jun 2023
Financial Advisor'S Intern
New Century Financial Group, Llc
Built new financial portfolios based on different client’s needs and guided clients ontothese new platforms. Optimized over one hundred portfolios of client’s investments while simultaneouslymaking more money for the firm.
Jun 2018 - Aug 2021
1 education record
Josh Levitus education
FAQ
Frequently asked questions about Josh Levitus
Quick answers generated from the profile data available on this page.
What company does Josh Levitus work for?
Josh Levitus works for BLOK FINANCIAL, LLC.
What is Josh Levitus's role at BLOK FINANCIAL, LLC?
Josh Levitus is listed as Financial Advisor at BLOK FINANCIAL, LLC.
Where is Josh Levitus based?
Josh Levitus is based in Philadelphia, Pennsylvania, United States while working with BLOK FINANCIAL, LLC.
What companies has Josh Levitus worked for?
Josh Levitus has worked for Blok Financial, Llc, Cornerstone Capital Planning Group, and New Century Financial Group, Llc.
How can I contact Josh Levitus?
You can use AeroLeads to view verified contact signals for Josh Levitus at BLOK FINANCIAL, LLC, including work email, phone, and LinkedIn data when available.
What schools did Josh Levitus attend?
Josh Levitus holds Bachelor'S Degree, Finance, General from Lehigh University.
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