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

Submit
Submit

This Office

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