Brad Levin, Cfp®, Cmt®, Cepa™
About Brad Levin, Cfp®, Cmt®, Cepa™
Brad Levin is a Managing Director at The Colony Group, where he aims to establish a premier wealth management firm. With extensive experience as a financial advisor since 1994, he specializes in retirement income planning, advanced estate planning, and comprehensive financial planning.
Work at Colony
Brad Levin serves as the Managing Director at The Colony Group, a position he has held since 2021. In this role, he aims to build a world-class wealth management and investment management firm. Levin leads a team of experts dedicated to providing exceptional advice and service to clients, focusing on their unique financial needs.
Education and Expertise
Brad Levin studied Business Economics at UC Santa Barbara, where he earned a Bachelor of Science degree from 1988 to 1994. He also completed his secondary education at Notre Dame High School from 1984 to 1988. Levin holds several professional designations, including CFP®, CMT®, and CEPA™, which reflect his expertise in financial planning and investment management.
Background
Levin has been a financial advisor since 1994, specializing in managing and coordinating all aspects of affluent clients' financial needs. Prior to joining The Colony Group, he founded Legacy Wealth Partners, an independent fee-based Registered Investment Advisor. He has also held positions at Commonwealth Financial Network and The Householder Group, where he gained extensive experience in the financial services industry.
Achievements
Throughout his career, Brad Levin has focused on empowering clients to achieve their envisioned lifestyles while reducing financial stress and increasing confidence. His areas of specialization include retirement income planning, advanced estate planning, active portfolio management, and comprehensive financial planning, which contribute to his reputation as a knowledgeable financial advisor.