Jeffrey_Levine

Jeffrey Levine CPA/PFS, CFP, AIF, CWS, BFA, MSA

Lead Financial Planning Nerd, Kitces.com

Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Buckingham Wealth Partners.

In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020.

Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax and financial planning updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.


Appearances