David Levine, Cfp Ch Fc Clu Cima Cpwa Cepa
About David Levine, Cfp Ch Fc Clu Cima Cpwa Cepa
David Levine is a Senior Vice President at UBS Wealth Management, where he has worked since 2013. He holds multiple financial designations and specializes in retirement planning, with a background in business administration from Albertus Magnus College.
Work at UBS
David Levine has been serving as Senior Vice President - Wealth Management at UBS Wealth Management since 2013. In this role, he focuses on providing comprehensive wealth management services to clients. Prior to this position, he worked as First Vice President - Investments at UBS from 2007 to 2012. His extensive experience at UBS reflects a commitment to delivering tailored financial solutions.
Education and Expertise
David Levine studied at Albertus Magnus College, where he earned a Bachelor of Science (BS) degree in Business Administration and Management from 1997 to 1999. He holds multiple professional designations, including CFP, ChFC, CLU, CIMA, CPWA, and CEPA. These credentials indicate a broad expertise in financial planning, wealth management, and retirement planning.
Background
Before joining UBS, David Levine worked at American Express Financial Advisors as a Platinum Financial Advisor for 16 years, from 1991 to 2007. His career in financial services spans over three decades, during which he has developed a diverse skill set in wealth management and financial advising. He is registered as a financial advisor in various states, including California, New York, and Texas.
Retirement Planning Consultant
In his current role, David Levine serves as a Retirement Plan Consultant, providing specialized advice on retirement planning. His expertise in this area allows him to assist clients in navigating the complexities of retirement savings and investment strategies.
Achievements in Financial Advisory
David Levine was recognized as a 2020/2021 NFL PA Registered Players Financial Advisor. This designation highlights his expertise in managing finances for professional athletes, showcasing his ability to cater to the unique financial needs of this demographic.