Jeffrey_Levine

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

Lead Financial Planning Nerd, Kitces.com

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd's Eye View blog, and also serves as Chief Planning Officer for Buckingham Wealth Partners. In 2020, Jeffrey was named to Investment Advisor Magazine's IA25, as one of the top 25 voices to turn to during uncertain times. Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch. He is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for "exemplary professional achievement in personal financial planning services," and is a member of the 2017 class of 40 Under 40 by InvestmentNews, which recognizes "accomplishment, contribution to the financial advice industry, leadership and promise for the future." 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. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.

Appearances