Brian Levy
Managing Member at Bml Wealth Management
Based in Irvine, United States
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Seniority
C-Team
Department
General Business & Management
Location
Irvine
Industry
Financial Services
Company size
12
Contact information
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b•••••••@bmlwealth.net
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Background
About Brian Levy
We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance solutions, designed to help you address your financial needs and concerns. As Investment Advisor Representative's of West Wealth Group, LLC we engage our clients on a fee-basis which allows us to act in a fiduciary capacity, the highest standard of care. I am a southern California native and currently reside in Irvine with my beautiful wife, 2 daughters, and son. I most enjoy spending time with my family and friends. Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License
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