Eva Levine
Principal at Plenaris Advisory
Based in San Jose, United States
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Seniority
Director
Department
Education
Location
San Jose
Industry
—
Company size
2
Contact information
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e•••••••@plenarisadvisory.com
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Background
About Eva Levine
I help clients navigate the often-times precipitous terrain of their financial life. Just one bad or uniformed decision from a bewildering array of diverse options can be ruinous. I'll guide you, help you avoid the many potential pitfalls, and reduce uncertainty with focused precision planning. The US financial services sector is a highly fragmented industry which operates in regimented silos. The large financial institutions and their representatives tend to focus on doing one thing without the benefit of big picture thinking, or the necessity of truly understanding individual client needs, desires and circumstances. My unique blend of legal training and experience, coupled with my extensive financial planning and market research capabilities, allows me to offer comprehensive financial planning services that are hard to find, prudent and specialized. My committment is to create a balanced, robust and perfectly customized financial plan which will provide you with satisfaction, peace of mind, and clarity of purpose throughout all stages of your life. What I bring to our professional relationship-My endless curiosity -My deep analytical ability -My unrelenting focus on motivating you -My transparency in serving you as a fiduciary -My unique practice of precision planning -My access to financial resources that help you create and protect your wealth -My passion for financial planning, wealth management and the law Ready to join me for a deeply rewarding, worry-free and illuminating financial planning journey?
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