Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA

Lead Financial Planning Nerd for Kitces.com and Chief Planning Officer at Focus Partners Wealth.

Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the
Lead Financial Planning Nerd for Kitces.com and the Chief
Planning Officer at Focus Partners Wealth.

In 2020, Mr. Levine was named by Investment Advisor
Magazine as one of the top 25 voices to turn to during uncertain
times and was named to the IA25 again in 2021. Jeff is a past
recipient of the Standing Ovation award, presented by the
AICPA Financial Planning Division, was named to the 2017
class of 40 Under 40 by InvestmentNews, and as a Young
Advisor to Watch by Financial Advisor Magazine in 2020.

Previously, Jeffrey served as Ed Slott and Company’s Chief
Retirement Strategist, where his ability to simplify the complex
laws that govern individual retirement accounts, combined with
his unique blend of humor and tax planning, was first
recognized. You can follow Jeff on Twitter @CPAPlanner,
where he is known to break down the latest tax and financial
planning updates in GIF-filled tweets storms, and via his
personal website, www.FullyVestedAdvice.com.