Paul Scott Levis Cfp, Cfa

Paul Scott Levis Cfp, Cfa Email and Phone Number

Master of Science - MS at College for Financial Planning @ Summit Financial Consultants
3075 Townsgate Road, Suite 180, Westlake Village,CA 91361,United States
Paul Scott Levis Cfp, Cfa's Location
Yonkers, New York, United States, United States
Paul Scott Levis Cfp, Cfa's Contact Details

Paul Scott Levis Cfp, Cfa personal email

Paul Scott Levis Cfp, Cfa phone numbers

About Paul Scott Levis Cfp, Cfa

Since 2005 I have specialized in structuring well rounded financial plans to ensure a sustainable retirement income stream while also meeting college funding/savings goals along the way and obtaining proper levels of insurance in case of unforeseen events.Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Summit Financial Consultants and Cadaret, Grant & Co. Inc. are separate entities.

Paul Scott Levis Cfp, Cfa's Current Company Details
Summit Financial Consultants

Summit Financial Consultants

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Master of Science - MS at College for Financial Planning
3075 Townsgate Road, Suite 180, Westlake Village,CA 91361,United States
Website:
thewiseinvestor.net
Employees:
5
Paul Scott Levis Cfp, Cfa Work Experience Details
  • Summit Financial Consultants
    Financial Planner
    Summit Financial Consultants Jan 2005 - Present
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  • Pimco
    Internal Wholesaler
    Pimco Jul 2002 - Dec 2004
    United States
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Paul Scott Levis Cfp, Cfa Skills

Financial Analysis Financial Planning Financial Services Life Insurance Long Term Care Insurance Retirement Planning Insurance Wealth Accumulation Holistic Financial Planning Superannuation Income Protection Smsf Executive Benefit Strategies Education Funding Protection Planning/family Security Personal Financial Planning Wealth Managed Funds Paraplanning Segregated Funds Certified Financial Planner Financial Planners Finra Investment Strategies Mutual Funds Retirement Finance

Paul Scott Levis Cfp, Cfa Education Details

Frequently Asked Questions about Paul Scott Levis Cfp, Cfa

What company does Paul Scott Levis Cfp, Cfa work for?

Paul Scott Levis Cfp, Cfa works for Summit Financial Consultants

What is Paul Scott Levis Cfp, Cfa's role at the current company?

Paul Scott Levis Cfp, Cfa's current role is Master of Science - MS at College for Financial Planning.

What is Paul Scott Levis Cfp, Cfa's email address?

Paul Scott Levis Cfp, Cfa's email address is pl****@****bal.net

What is Paul Scott Levis Cfp, Cfa's direct phone number?

Paul Scott Levis Cfp, Cfa's direct phone number is +191490*****

What schools did Paul Scott Levis Cfp, Cfa attend?

Paul Scott Levis Cfp, Cfa attended College For Financial Planning, Villanova University.

What are some of Paul Scott Levis Cfp, Cfa's interests?

Paul Scott Levis Cfp, Cfa has interest in Family, Photography, Technology, Road Bike Racing.

What skills is Paul Scott Levis Cfp, Cfa known for?

Paul Scott Levis Cfp, Cfa has skills like Financial Analysis, Financial Planning, Financial Services, Life Insurance, Long Term Care Insurance, Retirement Planning, Insurance, Wealth Accumulation, Holistic Financial Planning, Superannuation, Income Protection, Smsf.

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