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Debbie Levenson (CFP®, MBA)

Debbie Levenson focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Debbie Levenson is an experienced financial planner in Newton, Massachusetts who can help you define and reach your personal and financial goals. Her Bain & Company consulting background, MBA training and years of experience as a successful advisor at a large wealth management firm, enable her to deliver high-quality advice to her clients.  She believes in comprehensive financial planning and has been a member of NAPFA since 2004. 

 

Additional Information

Debbie has a Bachelor of Science (B.S.) in Economics with honors from the University of Pennsylvania and a Master’s in Business Administration (MBA) from Harvard University.

Financial planning and investing have been lifelong passions for Debbie. She has been quoted in the New York Times, the Wall Street Journal, Investment News and other local and national media. She has published articles in Financial Planning magazine, the AAII Journal (American Association of Individual Investors) and Women’s Business. She has been featured on multiple occasions as a Money Makeover expert in the Boston Sunday Globe.

NAPFA Start Date

October 04, 2004

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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.
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Visit Website Download vCard
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.

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This Office

82 Bullough Park Newtonville, MA 02460 Phone: (617) 527-1623
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