About Me
With a longstanding career focused on providing quality investment strategies for clients, I guide clients on fixed income and investment vehicles that are customized for the specific needs of each client. I have been in the financial services industry for nearly 30 years and have gained extensive experience with large portfolios of California municipal bonds and other tax-advantaged investments. Currently, I live in San Diego with my wife and three daughters.
About Me
I have been in the financial services industry since 2007. I assist Mr. Levinson daily to help ensure that his clients receive exceptional customer service. I am available to answer any questions, execute trades, and assist in any way that I can. I enjoy my job and take pride in the work that I do.