Jeffrey Levine, who joined Buckingham Wealth Partners less than a year ago, is now the firm’s chief planning officer.
The CPA/CFP made the move to Buckingham last March, along with industry blogger and expert Michael Kitces, who leads the advisor-focused educational website Kitces.com; both are very active on twitter. Kitces is head of planning strategy for the Buckingham, and Levine earlier served as its director of advanced planning.
“Well… cats out of the bag! Incredibly grateful for the opportunity to help lead Buckingham Wealth Partners’ effort to be the recognized leader in evidenced-based financial planning,” Levine said on LinkedIn and Twitter Tuesday, after Citywire broke the news.
“We’ll miss friends/fam in the Northeast, but fam’s excited for the move to St Louis!” he explained.