Steve Levitt
Personal Financial Counselor, Zeiders Enterprises, Inc.
- Role
- Certified Personal Financial Counselor at Zeiders Enterprises, Inc.
- Location
- Manhattan, KS, US
- LinkedIn followers
- 500 followers
Healthcare & Human ServicesView LinkedIn profile
About Steve Levitt
Semi-retired executive with almost 30 years experience in the financial services…
Experience
Certified Personal Financial Counselor
Dec 2022 — Present · Fort Riley, KS, US
Work with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning.
Education
The University of Akron
Masters
1985 — 1989
Bowling Green State University
B.S.B.A.
1980 — 1984
Skills
- Defined Contribution
- Financial Services
- Investment Management
- Financial Analysis
- Chartered Financial Analyst
- Relationship Management
- Securities
- 401k
- Retirement Planning
- Investment Strategies
- Retirement Plan Consulting
- Series 7
- Retirement
- Series 63
- Pensions
- Investments
- Equities
- Asset Managment
- New Business Development
- Portfolio Management
- Asset Management
- Qualified Retirement Plans
- Asset Allocation
- Mutual Funds
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