Joshua Levine (CFP®)
Joshua Levine focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- Federal Employees
- High Net Worth Client Needs
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- Federal Employees
- High Net Worth Client Needs
Planning Specialties
Cash flow
Retirement benefits and planning
Estate planning and cross-generation concerns
Life events and goal setting, including but not limited to, home purchases, education costs, philanthropy
Additional Information
When entrusting your future to a wealth advisor, you deserve a firm dedicated to making sure that as your needs and goals evolve, the investment and planning strategies also evolve.
Joshua has experience with the unique challenges of attorneys and has worked with Partners and Of Counsel at some of the top national and international law firms, as well as in-house counsel in various sectors. He has also worked with government employees, World Bank employees, and other professionals both in the US and abroad.
www.fireflywealthmanagement.comNAPFA Start Date
August 07, 2024
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