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Robert Levin, MD, Other MD/DO, Beverly Hills, CA

RobertChasLevinMDCFP, CEPA

Other MD/DO Beverly Hills, CA

Wealth Management for Physicians

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  • Office

    131 South Rodeo Drive
    3rd Fl
    Beverly Hills, CA 90212
    Phone+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 School
    University of Michigan Medical SchoolClass of 1985

Certifications & Licensure

  • CA State Medical License
    CA State Medical License 1986 - 2025
  • NJ State Medical License
    NJ State Medical License 2000 - 2003
  • MD State Medical License
    MD State Medical License 1999 - 2002
  • IL State Medical License
    IL State Medical License 1996 - 1999
  • NY State Medical License
    NY State Medical License 1990 - 1996