Meet Jeffrey Levine CPA/PFS, CFP®, CWS®, MSA

Speaker | Author | Consultant


Jeffrey LevineIndustry thought-leader, media resource and nationally-recognized speaker Jeffrey Levine, combines highly-credentialed financial expertise with a passion and unique ability to simplify and educate others on financial planning topics. Jeffrey has led in the development and presentation of continuing education courses for thousands of financial advisors, CPAs and attorneys nationwide including the creation of Horsesmouth Savvy IRA Planning® program. And, as an active wealth advisor, CPA and financial planner, he brings a direct understanding of the questions investors face today and how to tackle them with sophisticated simplicity.

Prior to launching Fully Vested Advice, Jeffrey was chief retirement strategist and director of retirement education with Ed Slott and Company.  In 2017, he was recognized by Investment News as a “40 under 40” in the financial services industry and by the AICPA with “Standing Ovation Honors in Personal Financial Planning.” Jeffrey is a go-to media resource anytime news breaks impacting retirement planning and taxes. He regularly appears on CNBC and Fox Business and is a frequent guest on nationally syndicated radio shows and podcasts. He is an accomplished author including contributing to Kiplinger, Market Watch, several books, and is often quoted in the country’s leading financial publications, including The Wall Street Journal, The Street, InvestmentNews, and more.

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