ADVISOR

Joshua F. Levine, CFP®

Biography

Joshua F. Levine, CFP® 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. Joshua is a CERTIFIED FINANCIAL PLANNER™ and holds an Executive Certificate of Financial Planning from San Francisco State University. Joshua was a paraplanner with a San Francisco financial planning firm before joining AdvicePeriod.

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 B.A. from Rutgers University and is a member of the San Francisco Financial Planning Association.

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