AeroLeads people directory · profile
Joshua Levine, Cfp® Email & Phone Number
Principal
at
Firefly Wealth Management, LLC
1 work email found
@adviceperiod.com
2 phones found area 424
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Cleveland, Ohio, United States
Company size
Who is Joshua Levine, Cfp®? Overview
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Quick answer
Joshua Levine, Cfp® is listed as Principal at Firefly Wealth Management, LLC, a with 2 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at adviceperiod.com, phone signal with area code 424, and a matched LinkedIn profile for Joshua Levine, Cfp®.
Joshua Levine, Cfp® previously worked as Owner / Founder at Firefly Wealth Management, Llc and Senior Financial Advisor at Conquis Financial Llc. Joshua Levine, Cfp® holds Ba, History, English from Rutgers University–New Brunswick.
Company email context
Email format at Firefly Wealth Management, LLC
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*@adviceperiod.com
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AeroLeads found 1 current-domain work email signal for Joshua Levine, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Joshua Levine, Cfp®
Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions. As your fiduciary wealth manager, Firefly Wealth will work to help secure your financial present for a more abundant future.I am a CERTIFIED FINANCIAL PLANNER™. I believe comprehensive planning and a financial plan is the foundation for the advice and coaching provided to individuals and families. My specialty is working with clients to develop concrete roadmaps for reaching their goals.Outside of work I enjoy archery, camping, spending time outside with my wife, and good (and bad) movies. One day we will have have a furry four-legged friend to bring on our adventures!Firefly Wealth Management is a State of Ohio registered investment adviser.
Listed skills include International Trade, Customs Regulations, Import, Transportation, and 11 others.
Current workplace
Joshua Levine, Cfp®'s current company
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Firefly Wealth Management, Llc
9 roles · 33 years
Joshua Levine, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner / Founder
Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions. As your fiduciary wealth manager, Firefly Wealth will work to help secure your financial present for a more abundant future.Firefly Wealth Management is a State of Ohio registered investment adviser.
Senior Financial Advisor
May 2022 - Mar 2024
Advisor
2017 - Jun 2022
Paraplanner
Nov 2016 - Mar 2017
Publications Manager
Manage a team of copy editors to support the publication of import duties and indirect taxes; research and interpret global trade laws and regulations including HS classification and duties, import restrictions and export control restrictions; maintain security-sensitive Restricted Party screening lists; provide sales support and client training.
2004 - Oct 2016
Regional Technical Editor
Acquired, monitored, translated, and interpreted trade regulation data; analyzed duty rates by determining country of origin, commodity, and checking trade agreements; maintained the accuracy of the WorldTariff database through timely updating; provided management consulting research in international customs matters.
2002 - 2004
~2 yrs
Copy Editor
Entered and documented trade regulation changes into the WorldTariff trade database; met individual deadlines in support of editorial team publication deadlines; ensured quality control through the proofreading and application of page protocol.
2001 - 2002
~1 yr
Senior Customer Specialist
Coordinated nationwide network of local and federal agencies and independent contractors in over 3,000 jurisdictions; liaised between Secretary of State offices, foreign consulates, and customers to ensure compliance with government regulations; promoted company philosophy and services to clients including law firms and financial institutions; researched, compiled, and reviewed public records documents; resolved conflicts between clients and customer specialists.
1994 - 2001
~7 yrs
4 education records
Joshua Levine, Cfp® education
Ba, History, English
Executive Certificate In Financial Planning
History, English
Education record
FAQ
Frequently asked questions about Joshua Levine, Cfp®
Quick answers generated from the profile data available on this page.
What company does Joshua Levine, Cfp® work for?
Joshua Levine, Cfp® works for Firefly Wealth Management, LLC.
What is Joshua Levine, Cfp®'s role at Firefly Wealth Management, LLC?
Joshua Levine, Cfp® is listed as Principal at Firefly Wealth Management, LLC.
What is Joshua Levine, Cfp®'s email address?
AeroLeads has found 1 work email signal at @adviceperiod.com for Joshua Levine, Cfp® at Firefly Wealth Management, LLC.
What is Joshua Levine, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 424 for Joshua Levine, Cfp® at Firefly Wealth Management, LLC.
Where is Joshua Levine, Cfp® based?
Joshua Levine, Cfp® is based in Cleveland, Ohio, United States while working with Firefly Wealth Management, LLC.
What companies has Joshua Levine, Cfp® worked for?
Joshua Levine, Cfp® has worked for Firefly Wealth Management, Llc, Conquis Financial Llc, Adviceperiod, Brio Financial Group, and Fedex Trade Networks.
How can I contact Joshua Levine, Cfp®?
You can use AeroLeads to view verified contact signals for Joshua Levine, Cfp® at Firefly Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Joshua Levine, Cfp® attend?
Joshua Levine, Cfp® holds Ba, History, English from Rutgers University–New Brunswick.
What skills is Joshua Levine, Cfp® known for?
Joshua Levine, Cfp® is listed with skills including International Trade, Customs Regulations, Import, Transportation, Logistics, Proofreading, International Logistics, and Management.
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Josh Levine, CFP®
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