David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc. - Newport Beach, California
Address: 888 San Clemente Dr Suite 300, Newport Beach, CA 92660.
Phone: 9497173964.
Website: advisors.ubs.com.
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.
David Louis Levine is a highly accomplished financial consultant and planner, holding multiple prestigious designations such as CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor), and CEPA® (Certified Exit Planning Advisor). He is affiliated with UBS Financial Services Inc., a reputable financial institution.
The address of David Louis Levine's office is 888 San Clemente Dr Suite 300, Newport Beach, CA 92660. The location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom available for individuals with mobility challenges. It is recommended to make an appointment before visiting.
You can contact David Louis Levine by phone at 9497173964 or visit his website at advisors.ubs.com for more information.
David Louis Levine's specialties include financial consulting and financial planning. He has extensive knowledge and experience in these areas, and can provide personalized advice and strategies to help clients achieve their financial goals.
There are currently no reviews for this company on Google My Business, so it is difficult to gauge the average opinion of clients. However, with David Louis Levine's impressive list of credentials and affiliation with a well-known financial institution, he is likely to be a knowledgeable and trustworthy financial professional.