Victor Levy CFP®
Victor is a CERTIFIED FINANCIAL PLANNER™ Professional, Principal of Leon L. Levy & Associates, and Managing Director of Levy Wealth Management Group.
Victor began his career at Ernst & Young where he served a staff accountant specializing in tax consultancy and the preparation of tax returns. He joined Leon L. Levy & Associates in 1993 and helped to develop Levy Wealth Management Group into a well established personal financial planning and corporate retirement planning enterprise.
Victor received a B.A. in English Literature from Boston University, a J.D. from the John Marshall Law School in Chicago, Illinois, a LL.M. from the University of Miami School of Law in Coral Gables, Florida, and the CLU designation from the American College in Bryn Mawr, Pennsylvania. He is a member of the Pennsylvania Bar Association and the American Bar Association.
Victor is Series 7, 24 and 66 licensed and registered with LPL Financial and is life and health insurance licensed.
Victor is a member of the Financial Planning Association, the Financial Services Institute and the National Association of Independent Financial Advisors. Also, he is the author of The Kitchen Table Financial Plan.
On a personal note, Victor and his wife, Suzanne, reside in Cherry Hill, New Jersey. They have three children, Benjamin, Jonathan, and Lewis and they are both active members in their community. In his spare time, Victor enjoys spending time with his family, playing his Martin guitar, traveling and exercising.
In my own words…“I believe that any dream, when planned, can be achieved.”