Joshua Levine (CFP®)
Joshua Levine focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
Attorneys / legal professionals Comprehensive financial planning Cash flow and budgeting Student loan planning Tax planning Retirement planning Investment management Equity partner / business-owner planning Insurance and risk review Estate planning coordinationAdditional Information
Fee-only, fiduciary financial planning in Cleveland, Ohio, working exclusively with attorneys. Firefly Wealth Management helps lawyers plan around uneven compensation, student debt, and the decisions that define a legal career — associate to partner, equity buy-in, a move in-house, or going out on your own. Planning-led and comprehensive: cash flow, taxes, debt, investments and insurance handled together. No commissions, no product sales. Founded 2024 by Joshua Levine, CFP®.NAPFA Start Date
August 07, 2024
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.