Greg Levin, CFP®, AIF®
Greg Levin is a CERTIFIED FINANCIAL PLANNER™ Practitioner with numerous years of experience in the financial services field. CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. As a fully qualified financial advisor, he helps clients focus their planning on current and future needs, and integrates their strategies with the full range of services provided through LPL Financial LLC.
Greg brings additional depth to the Romero Wealth Management Team. He is the primary analyst for Group Health Insurance cases of twenty or more employees. He brings his analytical skills to helping businesses find creative ways to save money on their employee benefits. Greg also has extensive experience working with high net worth individuals. He worked for eight years with some of the top money managers in the country and partners with Daniel Romero with clients with accounts of $5 million and above. Using this team approach Greg is a valuable asset to Romero & Levin Wealth Management, Inc as he bridges the financial and insurance side of the company together.
From an educational stand point, Greg studied at the San Diego State University, with a focus on Economics. He has received extensive training in mutual fund and annuity analysis and brings that same passion to the health insurance business. He holds Series 7, 63 and 65 securities registrations and is a licensed Life, Health, Disability, Variable Annuity and Long Term Care insurance agent (Registrations held at LPL Financial, LLC).
Education & Designations
The Foundation for Fiduciary Studies
Accredited Investment Fiduciary (AIF®) Certificate
Certified Financial Planner Board of Standards
Certified Financial Planner Certificate