Joshua Levine is an Advisor with AdvicePeriod and works with Partner Advisor Katherine Simmonds in our San Francisco Bay Area office. He works closely with Katherine’s clients to provide comprehensive financial planning and to facilitate their day to day needs. He holds an Executive Certificate of Financial Planning from San Francisco State University and was with Brio Financial Group in San Francisco before joining our firm.
Prior to working in our industry, Joshua spent over a decade with FedEx Trade Networks helping clients navigate the changing landscape of international taxation and compliance.
Joshua earned his BA from Rutgers University and is a member of the San Francisco Financial Planning Association.
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