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
- Medical Professionals
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Baby Boomers
- Charitable Giving
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
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 twelve 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