Alex Levine, CRPC™

Alex Levine is a Senior Wealth Management Advisor dedicated to helping individuals and families identify their goals and implement disciplined, customized strategies to pursue them. He works closely with clients across the full spectrum of their financial lives, including retirement planning, education funding, tax-efficient strategies, and wealth preservation. His focus is on delivering clear guidance and measurable outcomes.

With a strong commitment to providing exceptional care and service, Alex partners with clients to help build, manage, and preserve wealth for both current and future generations. His approach emphasizes personalized attention, thoughtful strategy, and long-term relationships built on trust.

Alex holds the Chartered Retirement Planning Counselor TM (CRPC TM) designation, awarded by The College for Financial Planning.