Evan Levy, CFP®
Joining NestEgg Advisors has allowed me the opportunity to experience a unique team approach and goal-oriented, client focus that is rare at other institutions. Within my role, I’m committed to helping clients achieve their financial goals by developing unbiased and customized plans. This is done through personalized portfolio management, retirement planning, college funding, tax planning, asset and income protection, and estate planning.
I have a keen interest in working with healthcare professionals, including residents and attending physicians. My belief is that sound financial practices developed early in life and in one’s career will compound over time and produce results with the least amount of effort. My goal is to help physicians protect their current and future income streams, take advantage of retirement savings opportunities, and develop long-term, tax-efficient asset accumulation plans designed to grow their net worth.
Prior to working with NestEgg, I gained wealth management experience with major financial organizations including Merrill Lynch and Morgan Stanley. Today, I hold the designation of CERTIFIED FINANCIAL PLANNER™ professional in addition to Series 7, 63 and 76 securities licenses. I have also earned a BBA degree in finance from Queens College.
In my spare time, I enjoy biking, fishing and playing tennis with my wife, family and friends. I’m also passionate about my community and give back by teaching a variety of personal finance courses at community-based adult education programs and local libraries.