AeroLeads people directory · profile
Marc Leven, Cfp® Email & Phone Number
Wealth Advisor
at
Aprio
1 work email found
@aprio.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Marc Leven, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Marc Leven, Cfp® is listed as Wealth Advisor at Aprio, a company with 4 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at aprio.com and a matched LinkedIn profile for Marc Leven, Cfp®.
Marc Leven, Cfp® previously worked as Financial Advisor at Ubs Financial Services Inc. and Investment Advisory Representative at Ing Financial Partners. Marc Leven, Cfp® holds Bachelor Of Business Administration (B.B.A.), International Finance & Marketing from University Of Miami - School Of Business.
Company email context
Email format at Aprio
This section adds company-level context without repeating Marc Leven, Cfp®'s masked contact details.
*@aprio.com
68% confidence
AeroLeads found 1 current-domain work email signal for Marc Leven, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Marc Leven, Cfp®
Marc Leven, Cfp® is a Wealth Advisor at Aprio.
Current workplace
Marc Leven, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Marc Leven, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Jul 2019 - Present
Financial Advisor
Dec 2012 - Jul 2019
Investment Advisory Representative
Sep 2010 - Nov 2012
2 education records
Marc Leven, Cfp® education
Bachelor Of Business Administration (B.B.A.), International Finance & Marketing
Education record
The Haverford School
FAQ
Frequently asked questions about Marc Leven, Cfp®
Quick answers generated from the profile data available on this page.
What company does Marc Leven, Cfp® work for?
Marc Leven, Cfp® works for Aprio.
What is Marc Leven, Cfp®'s role at Aprio?
Marc Leven, Cfp® is listed as Wealth Advisor at Aprio.
What is Marc Leven, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aprio.com for Marc Leven, Cfp® at Aprio.
Where is Marc Leven, Cfp® based?
Marc Leven, Cfp® is based in Philadelphia, Pennsylvania, United States while working with Aprio.
What companies has Marc Leven, Cfp® worked for?
Marc Leven, Cfp® has worked for Aprio, Ubs Financial Services Inc., and Ing Financial Partners.
How can I contact Marc Leven, Cfp®?
You can use AeroLeads to view verified contact signals for Marc Leven, Cfp® at Aprio, including work email, phone, and LinkedIn data when available.
What schools did Marc Leven, Cfp® attend?
Marc Leven, Cfp® holds Bachelor Of Business Administration (B.B.A.), International Finance & Marketing from University Of Miami - School Of Business.
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