Areas of Expertise:

  • Comprehensive Financial Planning
  • Wealth Management & Portfolio Design
  • Retirement & Estate Plans
  • Risk Management & Asset Protection Strategies
  • Physician Loan Repayment Strategies
  • Benefits Review

Ben began his career at Northwestern Mutual in 2009 as college financial representative while attending The University of Pittsburgh.  In 2010 he graduated Cum Laude with a degree in Finance.

Ben is committed to continuing his education and professional development.  Ben holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.  He earned an Executive Certificate in Financial Planning from Duquesne University. He holds his Series 7, 6, 65 and Series 63 securities registration.  Ben also has the Retirement Income Certified Professional (RICP®) designation.

Ben is currently sought out to speak to physician groups across the country to discuss topics around financial planning and student loan debt reduction.

Originally from Rochester, NY, Ben married his high school sweetheart Alicia.  They now reside in Pittsburgh, Pennsylvania with their son Reed.

Together, they love to travel and enjoy adventuring the outdoors!

Benjamin R. Levy

Benjamin R. Levy, CFP®, RICP®

Wealth Management Advisor


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