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Peter Levine
Peter Levine
CFP®, ChFC®, CLU®, Financial Advisor
(212) 967-1428
New York, NY 10001
peter.x.levine@ampf.com
peter.x.levine@ampf.com
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www.ameripriseadvisors.com/peter.x.levine
My Philosophy
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Experience
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
License Information
I am licensed and registered to conduct business in NY.
Based on licenses and registrations I hold, I may also conduct certain business in CA, CT, DE, FL, IN, NJ, PA
My Location
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.