Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA
Title
Lead Financial Planning Nerd - Kitces.com I Director of Advanced Planning - Buckingham Wealth Partners
Bio
Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.
Jeffrey is also the Director of Advanced Planning at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.
He is a nationally-recognized and award-winning thought leader within the financial planning community.
Jeffrey is also the Director of Advanced Planning at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.
He is a nationally-recognized and award-winning thought leader within the financial planning community.
