Jay Levin (BS, CFP®, MBA)

Jay Levin focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Divorce Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Ongoing Investment management and financial modeling/analysis to help clients make major financial decisions usually related to retirement and funding for college.

Additional Information

Jay Levin, President of Investment Planning Associates, Inc. has 30 years of investment advisory and financial planning experience. Academic credentials include an MBA from the University of Texas at Austin, a BS from Towson University and completion of the Certified Financial Planner program.

NAPFA Start Date

October 22, 2007

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This Office

11140 Rockville Pike Ste 600 Rockville, MD 20852-3117 Phone: (240) 430-3000