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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

Jun 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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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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5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Apr 7, 2025

Categories

Investments

Retirement

Tax Planning

What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time...

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