Jeffrey Levine

Jeffrey Levine

CEO

BluePrint Wealth Alliance

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is CEO and director of financial planning of BluePrint Wealth Alliance LLC, based in New York. He is the author of The Baby Boomer’s Guide to Savvy IRA Planning, The Financial Advisor’s Guide to Savvy IRA Planning and a go-to resource for both advisors and clients. Each year Jeff travels the country to educate financial advisors, CPAs, attorneys and consumers on retirement, tax and estate planning strategies. He can be reached at www.bpwalliance.com.

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is CEO and Director of Financial Planning of BluePrint Wealth Alliance, LLC based in New York. He is the author of The Baby Boomer’s Guide to Savvy IRA Planning, The Financial Advisor’s Guide to Savvy IRA Planning and a go-to resource for both advisors and clients.  Each year Jeff travels the country to educate Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies. He can be reached at www.bpwalliance.com.