Donn Levine

Background

About Donn Levine

My goal is to help families, professionals and business owners build, preserve and protect their net worth. I have the skills, knowledge and experience required to help meet my clients' established goals. My personal goal is to become a lifetime resource for each and every client. 2410 Camino Ramon, Suite 139 San Ramon, CA 94583 Phone: 925-804-6784 Ext. 106 Fax: 925-804-6788 Cell: 650-868-3264 Trades requested via email will not be honored. Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line. CA License #0586447 Specialties: Retirement Strategies, 401k's and Profit Sharing Plans, Personal Insurance, Business Succession, Asset Allocation Strategies, Mutual Funds, Variable Products, Estate Conservation Strategies, Executive Benefit Strategies