Alan Jay Levine,  CFP<sup>&reg;</sup> - Financial Advisor

Alan Jay Levine, CFP®

RFC,CRC,CIS,AIF

President

Diversified Financial Consultants, LLC

110 S Jefferson Rd, Ste 301
Whippany, NJ 07981
FINANCIAL ADVISOR'S WEBSITE
(862) 579-3500

General

Alan Levine is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Diversified Financial Consultants, LLC in Whippany, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - AIF, CIS, RFC, CPFA, CRC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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