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Alan Jay Levine CFP®, RFC®, CRC®, AIF®, CPFA®

President
Founding Partner

Baba Oluyemi

Director

Lorie Rios heashot

Lorie Rios

LPL Investment Advisor Representative

Robert Shapiro

Financial Consultant

Kimani Andrews

Monitor your accounts.

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The New Face of Fraud: How AI Is Changing the Scam Game

Jul 7, 2025

Categories

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once...

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The New Face of Fraud: How AI Is Changing the Scam Game

Jun 7, 2025

Categories

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once...

Read More

5 Time-Tested Investment Strategies to Match Your Financial Mindset

May 7, 2025

Categories

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it...

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