Jared Levy, CFP®, ChFC®

CA Insurance License # 0D03661
AR Insurance License # 2878005

Jared’s practice is focused on risk management and estate planning for ultra high net worth families and small business owners. He works closely with Registered Investment Advisors, Private Banks, Trust Companies & Family Offices and their clients to lead a comprehensive planning process directed towards goal-driven implementation.

Jared is a member of a highly esteemed organization in the financial services industry, the National Association of Insurance and Financial Advisors (NAIFA). He also serves on the board of the Estate Planning Council of NY City, an interdisciplinary organization for advisors in the estate planning field. Finally, he is Treasurer and a member of the board for Heroes to Heroes, a charity providing support to our nation’s veterans who suffer from PTSD.

Jared earned a BS degree in Economics from SUNY Albany and a University of Pennsylvania’s Wharton School Certificate in Retirement Planning. He has also received his Chartered Financial Consultant (ChFC) designation from the American College, as well as a Certified Financial Planner (CFP) designation.

Jared is an avid golfer and tennis player and is also player-manager for his championship winning softball team near his Westchester home.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY