Paul Levin, CFP®, ChFC®, RICP®

Paul is an experienced financial advisor who specializes in planning your retirement years.  Retirement does not mean you simply stop working. 

When you reach your 50’s, its time to reflect on what you desire to accomplish for your family, yourself, and your money. Paul will guide you to clarify your desires.  Paul then works diligently to turn your desires and concerns into a well-orchestrated plan, allowing you to enjoy your retirement years with confidence.

Paul works with pre-retirees, current retirees, and business owners.  He is a frequent speaker providing educational workshops throughout the community on Tax Planning, Retirement Income Planning, Social Security and Medicare.

Paul holds the following professional designations and certifications.

  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®

Outside of the office, Paul’s passions include baseball, enjoying a “fine” bottle of wine, the theater, comedy shows, and reading the latest John Grisham book.  Paul grew up in the Trenton, NJ, so no wonder his favorite baseball team is the NY Yankees, and his late faithful dog was named “Jeter”.

Paul begins his day with a daily jog, a trip to the gym.  Up until 5 years ago, you could find Paul behind home plate catching for the South Jersey Senior Men’s Baseball League.

Paul is happy to volunteer his time and talents as a member of the Samaritan Life Care Planned Giving Committee.

Paul is married to his wife, Michelle, they reside in Moorestown, New Jersey.


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