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

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This Office

2222 S Utica Pl Ste 200 Tulsa, OK 74114-7013 Phone: (918) 388-2690 Fax: (800) 388-3793

Other Offices

1225 N Broadway Ave Ste 200 Oklahoma City, OK 73103-4826 Phone: (405) 418-8960