Evan Levine

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Queens, New York

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Hometown:
Whitestone, Queens, New York

Married:
With two children

Business philosophy … for 22 years:
Transparency, objectivity and precision

Professional Specialty … for 22 years:
Retirement Income Planning
Comprehensive Financial Planning
Monte Carlo Simulation Advice (note link #1)
Portfolio Analysis/Asset Allocation
Estate Planning
Individual Insurance
Group Pension/401(k) Plans

Credentials:
ChFC (chartered financial consultant)
CLU (chartered life underwriter)
RIA (registered investment advisor) Firm CRD# 152419
Fiduciary advisor including accounts subject to ERISA

Has Lectured at:
NYU
92nd Street Y
JCC Manhattan
The Ross School – East Hampton
Mt. Saint Mary’s Life Program
The Princeton Club, NYC
The Penn Club, NYC

Has been featured in:
Advisory Today
National Public Accountant
The CPA Journal

Hobbies:
Reading
Writing
New media
Playing golf
Watching all sports on TV
Traveling

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