Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA
Kitces.com
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is the lead financial planning expert for Kitces.com and serves as the chief planning officer for Buckingham Wealth Partners. He is the creator and program leader for Savvy IRA Planning®, as well as the co-creator and co-program leader for Savvy Tax Planning®, both offered through Horsesmouth, LLC. Jeffery is a regular contributor to Forbes.com, as well as numerous industry publications, and is commonly sought after by journalists for his insights. He has received several awards including Investment Advisor Magazine’s 2020 IA25, as one of the top 25 voices to turn to during uncertain times, as well as Financial Advisor Magazine’s 2020 Young Advisor to Watch.
Conference sessions led by
Jeffrey Levine
