Nick Levinson

Background

About Nick Levinson

A co-founder of Park Piedmont Advisors, Nick works closely with clients to develop their overall financial strategy, manage their investments, and help them develop a cohesive wealth management plan. Based in the San Francisco Bay Area, Nick has particular expertise in retirement planning, saving and investing for higher education, and socially-oriented investing. He earned the Certified Financial Planner (CFP®) designation in 2005, and has worked in the financial services industry since 1998. For the past 30 years, Nick has also been active with non-profits and community organizations. He got his professional start with the New York City Urban Fellows Program, then held financial executive positions with non-profit housing developers in New York and San Francisco. These days, he helps non-profit organizations manage their investments, and serves on the Board of the Piedmont Exedra in Piedmont, California. Nick graduated from Princeton University, where he majored in the School of Public and International Affairs. He received an MBA from the Haas School of Business at the University of California Berkeley. He is an avid tennis player, reader, and crossword puzzle solver. He is married and has three sons, one of whom, Nate, started work with PPA in September 2022.