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Office
131 South Rodeo Drive
3rd Fl
Beverly Hills, CA 90212Phone+1 310-281-4646
Summary
- Since 2003 I direct a large wealth management practice focusing on the financial needs of physicians. It bothers me that doctors are seeing more patients in less time for less money and more hassle. Doctors deserve to have a trusted financial team devoted to them. We oversee more than 3B in assets and give doctors a disciplined strategy to achieve their financial goals. They value our advice.
Education & Training
- University of Michigan Medical SchoolClass of 1985
Certifications & Licensure
- CA State Medical License 1986 - 2025
- NJ State Medical License 2000 - 2003
- MD State Medical License 1999 - 2002
- IL State Medical License 1996 - 1999
- NY State Medical License 1990 - 1996
External Links
- Robert Levin at UBShttp://UBS.com/fa/robertlevin
- Robert Levin on LinkedInhttps://www.linkedin.com/in/robert-levin-cfp%C2%AE-cepa%C2%AE-4a0519123/
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