With over three decades of experience guiding families, business owners, and individuals toward financial security, Paul Levin is a seasoned financial advisor specializing in transforming your retirement aspirations into reality. Paul’s approach to retirement planning isn’t just about stopping work—it’s about redefining how you live your most fulfilling years with purpose and confidence.
As you approach your 60s, it becomes crucial to realign your financial strategy with your evolving goals. Paul excels at helping clients clarify what truly matters to them. He diligently crafts comprehensive plans to work toward preserving wealth, provide consistent income, tax reduction strategies and brings confidence as you navigate life’s next chapter.
Paul partners closely with pre-retirees, retirees, and business owners who want more than just basic advice—they seek expert guidance that adapts to their needs over time. Known for his engaging and insightful workshops on Tax Planning, Retirement Income Strategies, Social Security, and Medicare, Paul has become a valued voice in the community.
Paul’s credentials underscore his expertise:
- CFP® CERTIFIED FINANCIAL PLANNER®
- ChFC® Chartered Financial Consultant®
- RICP® Retirement Income Certified Professional®
Beyond the office, Paul’s passions include enjoying a fine bottle of wine, catching a good comedy show, and indulging in the latest John Grisham novel. A proud Trenton native and lifelong Yankees fan, he even named his beloved late dog “Jeter.” Paul starts each day with a jog and a visit to the gym, reflecting the same discipline he brings to his work. Until recently, you could find him catching behind home plate in the South Jersey Senior Men’s Baseball League.
Dedicated to giving back, Paul serves as a volunteer member of the Samaritan Life Care Planned Giving Committee.
Paul and his wife Michelle reside in Moorestown, New Jersey, where they continue to enjoy the rewards of a life well-planned.
*RICP conferred by The American College.
