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Brad Levin, CFP®, CMT®, CEPA®
@brad-levin
Managing Director/Senior Wealth Advisor
The Colony Group
The Colony Group
CONTACT:
The Colony Group4500 Park Granada Ste. Suite 204 Calabasas CA 91302
Brad Levin is a Managing Director and Senior Wealth Advisor at The Colony Group. He brings nearly 30 years of experience as a financial advisor and in his work he strives to provide unique financial advice and perspectives to help his clients live a stress-free life. Brad’s passion for helping others find balance is evident from the moment he meets them as he listens carefully to their needs, and designs a financial plan in which clients can find fulfillment beyond a monetary amount. In addition to working with clients one-on-one, Brad is a portfolio manager with a strong focus on technical analysis and is involved in the management of investment strategies.