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Joe Levy, Financial Advisor

FINANCIAL ADVISOR
Joe Levy

CEPA®, CRPS™
4731 E Union Hills Dr Ste 116, Phoenix, AZ 85050opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Income Strategies
  • Wealth Strategies

About Joe

I decided to become a financial advisor as a result of a family situation. My grandmother, due to a lack of financial resources, ran out of money when she was 87 years old. She then lived to be 99. Unable to pay her bills on Social Security alone, two generations of my family helped to supplement her income. I saw firsthand the negative effect that poor planning (or no planning) can have on a family and decided that if I could help others to live a comfortable retirement, that was my life's purpose.

I enjoy educating people in a way that...

Work History

  • Edward JonesDecember 2007 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Georgetown UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Photography
  • Hockey

Team Members

  • Elizabeth McCaffrey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(602) 923-0458

Fax

(888) 387-8125

Office Address

4731 E Union Hills Dr Ste 116
Phoenix, AZ 85050opens in a new window

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