Paul Levin, CFP®, ChFC®, RICP® CFP®, ChFC®, RICP®

Retirement Refined Co-Founder Paul Levin helps baby boomers, retirees, and business owners enjoy retirement with confidence and clarity through strategic retirement income planning, investment management, and estate planning analysis. With nearly 40 years of experience, Paul is deeply passionate about supporting your goals for a fulfilling retirement lifestyle.

Paul works diligently to address your desires and concerns about retirement with a straightforward, well-orchestrated strategy. He is also a sought-after speaker, providing educational workshops throughout the community on Social Security planning, Medicare planning, and retirement income and tax planning.

Paul has earned the following professional designations and certifications, which prove he has met or exceeded rigorous industry standards for education, training, and ethics in financial and retirement planning:

• CFP® CERTIFIED FINANCIAL PLANNER^TM
• ChFC® Chartered Financial Consultant®
• RICP® Retirement Income Certified Professional®

When he’s not helping clients develop retirement strategies, Paul volunteers his time and talent as a member of the Samaritan Life Care Planned Giving Committee. He starts each day with an morning jog and a visit to the gym and enjoys theatre and comedy shows, fine wine, the latest John Grisham books, and baseball. Until a few years ago, you could find Paul behind home plate as a catcher in the South Jersey Senior Men’s Baseball League.