Josh Levine
Josh Levine, CFP® is Partner and Senior Financial Life Advisor at Telemus, an independent wealth management firm designed to deliver a family office experience tailored to each and every client. At Telemus, Josh assists clients with strategy, financial planning, and holistic financial solutions. In addition to servicing clients, he is an integral part of the management team responsible for running the business of the firm. He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing and cash balance plans. Prior to joining Telemus, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans.
Josh Levine Professional Experience / Academic History
Professional Experience
-
Partner, Senior Financial Life Advisor
Academic History
-
Master of Business Administration, Management & Finance
-
Bachelor of Arts, Psychology & Business
Over the course of Josh Levine's career, he spent time as a Management Consultant advising executives on benefits for Fortune 500 corporations.
According to him, he finds it extremely gratifying to work with clients and families to thoughtfully help them achieve their comprehensive goals.
Josh Levine's Accomplishments
Series 63 & Series 65 Licenses
Bachelor of Arts - Psychology and Business, The University of Texas at Austin
Master of Business Administration - Management & Finance, Emory University
Josh Levine's Volunteer Experience