Barry Levine

Barry Levine has over 35 years experience providing financial counseling to high net worth business owners, corporate executives, professionals, retirees, and those transitioning through the divorce process. Barry provides comprehensive planning and advisory services for clients regarding cash flow analysis, insurance, income tax, stock options, single stock concentrations, compensation and benefits, wealth transfer and charitable planning, and family education. Barry has served as a guest lecturer in estate planning for California State University, and he co-authored a chapter on managing inherited money in a book on personal financial planning.

Barry’s extensive background includes having been trained in investments with Dean Witter Reynolds (Morgan Stanley), in tax planning with KPMG LLP, in insurance with CIGNA, and in banking with The Citigroup Private Bank. Prior to entering the financial planning field, Barry worked in economic research and corporate financial analysis.

Barry currently serves on the Board of Directors of both the MIT and MIT Sloan Clubs of San Diego and is a member of the North County Estate Planning Council and Collaborative Practice San Diego.

2007

Barry has a Bachelor of Arts in Economics from Brandeis University. Master of Business Administration from MIT Sloan School of Management.

Barry is a CFP, CDFA, CLU and ChFC.