Adam Leavitt (CFP®)

Adam Leavitt focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

NAPFA Start Date

February 09, 2004


This Office

9112 N Kelley Ave Ste B-2 Oklahoma City, OK 73131-2413 Phone: (405) 705-2906