Trusted Financial Advisor

Mr John R Levy CFP

Mr John R Levy CFP

John Levy, CPA

2161 Ygnacio Valley Rd Ste 10, Walnut Creek, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
None Provided
Languages
English
License
Not Validated

Areas of Expertise

Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor