Brandon Levithan
Managing Director of Financial Strategies at Clear Path Financial
- Role
- Co-founder and Managing Director of Financial Strategies at Clear Path Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Co-founder and Managing Director of Financial Strategies
Jan 2017 — Present · Horsham, PA, US
Brandon helps individuals, families, and business owners create custom financial plans consisting of investment and insurance strategies tailored to fit their specific needs and goals. He utilizes a holistic approach developed through his experience as a portfolio manager for a hedge fund, with a focus on how individual financial decisions affect the big picture. These custom plans often coincide with the current tax planning and estate planning already in place. Developing a working relationship with existing advisors in a client\'s financial picture is a big piece to developing an overall financial plan.Areas of Focus:Financial PlanningRetirement Income PlanningInvestmentsLife InsuranceDisability InsuranceBusiness Succession PlanningBrandon Levithan is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services LLC. Member SIPC, Supervisory office: 220 Gibraltar Road Suite 350, Horsham PA 19••••••••00. Clear Path Financial is not a subsidiary or affiliate of MML Investors Services or its affiliated companies. I am licensed to sell insurance in: PA, NY, NJ, CT, OH, CA, FL, MD and securities in: PA, NY, NJ, OH, TX, CT.
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Finance, General
2002 — 2006
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