Joshua Levine

Financial Planning and Wealth Management tailored specifically to lawyers and attorneys at every stage of their lives. We are fee-only, fiduciary wealth managers.

Role
Principal at Firefly Wealth Management, Llc
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joshua Levine

Financial Planning and Investment Management tailored specifically to lawyers and…

Experience

  1. Principal

    Firefly Wealth Management, Llc

    Jun 2024 — Present · Cleveland, OH, US

    Firefly Wealth Management provides Financial Planning and Wealth Management tailored specifically to lawyers and attorneys at every stage of their lives. We are fee-only, fiduciary wealth managers.Firefly Wealth Management is a State of Ohio registered investment adviser.

Education

  • University of Nottingham

    History, English

    1992 — 1992

  • Rutgers University–New Brunswick

    BA, History, English

    1991 — 1993

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Joshua Levine — Principal at Firefly Wealth Management, Llc in Cleveland, OH, US | Unifers