> Evan Levine

Evan Levine

 

Description

The emphasis of Evan's practice is placed on comprehensive, transparent and client-centered financial advice. With twenty- four years experience, his practice focuses on helping pre-retirees and retirees plan to achieve their long-term financial life goals and objectives covering accumulation, protection and distribution planning. In January, 2010, Evan became independent and started his own RIA (Registered Investment Advisory) firm completeadvisors.com and became a fiduciary. A "fiduciary” is a person or entity that manages money for the benefit of another called a "beneficiary”.

Areas of Expertise

  • Estate Planning
  • Cashflow Management
  • Holistic Financial Planning
  • Insurance Planning
  • Investment Advice
  • IRAs/401k
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

registered Registered

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