Expert Profile

Jeffrey Levine

CPA/PFS, CFP®, ChFC® — Chief Planning Officer, Focus Wealth Partners

Jeffrey Levine is a nationally recognized thought leader within the financial planning community and an award-winning financial advisor, speaker, and educator. He serves as Chief Planning Officer for Focus Wealth Partners and Lead Financial Planning Nerd at Kitces.com, and is the Lead Subject Matter Expert for the American College’s Tax Planning Certified Professional™ program. Jeffrey has been featured on CNBC, Fox Business News, CBS, and Public Television, and is regularly quoted in The Wall Street Journal, Washington Post, USA Today, and the New York Times. He has received ThinkAdvisor’s Luminaries award and the AICPA Financial Planning Division’s Standing Ovation award, and was named to Investment Advisor Magazine’s IA25 in 2020 and 2021.