David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.

Services Offered

• Investment management
• Retirement planning
• Wealth accumulation strategies

About

David Louis Levine is a financial advisor based in Newport Beach, California, affiliated with UBS Financial Services. He offers a range of financial planning services, including investment management, retirement planning, and wealth accumulation strategies. As a Certified Financial Planner (CFP®) and holder of multiple financial designations, David provides tailored advice to help clients achieve their financial goals. His practice serves individuals and families looking for comprehensive financial guidance.

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