Jay P. Levin,  CFP<sup>&reg;</sup> - Financial Advisor

Jay P. Levin, CFP®

President

Investment Planning Associates, Inc

11140 Rockville Pike, Ste 400
Rockville, MD 20852
FINANCIAL ADVISOR'S WEBSITE
(240) 430-3000

General

Jay Levin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment Planning Associates, Inc in Rockville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Retirement, Sudden Wealth, Nontraditional Households

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