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

Joshua Levine, CFP®

Advisor

1 La Cruz Avenue, Ste 202
Millbrae, CA 94030
FINANCIAL ADVISOR'S WEBSITE
(650) 781-1700

General

Joshua Levine is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Millbrae, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth

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