Paul Levin CFP®, ChFC®, RICP®

Paul specializes in Retirement Income Planning, Investment Management & Estate Planning for Baby Boomers, Retirees, and Business Owners. With over 38 years of experience, Paul has a deep passion to assist clients in truly pursing their desired retirement lifestyle. He is the co-founder of Retirement Refined, LLC.

Paul works diligently to turn your desires and concerns about retirement into a straight-forward, well-orchestrated strategy, allowing you to enjoy your retirement years with confidence.

Paul is a frequent speaker providing educational workshops throughout the community on Social Security Planning, Medicare Planning, Retirement Income Planning and Retirement Income Tax planning.

Paul holds the following Professional Designations and Certifications:

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

Paul’s other passions are baseball, enjoying a “fine” bottle of wine, going to the theater and comedy shows, and reading the latest John Grisham books. Paul’s favorite baseball team is the New York Yankees… no wonder his late faithful dog was named “Jeter.”

Paul also enjoys starting his day with an early morning jog and going to the gym. Up until a few years ago, during the spring and summer months, you could find Paul behind home plate catching for the South Jersey Senior Men’s Baseball League. Paul’s newest hobby is learning how to golf.