Sam Levenson

Sam Levenson is a Financial Planning Associate at Levenson Wealth, where he focuses on providing financial advice and planning services. His LinkedIn profile indicates that he has a background in financial advisory, having served as a trusted advisor to various executives and boards, which showcases his expertise in the field.

Professional Background

• Current Position: Financial Planning Associate at Levenson Wealth
• Previous Experience: He has worked with Arbor Advisory Group, where he advised CEOs and CFOs on financial strategies and corporate governance.

Education

Sam Levenson attended the Questrom School of Business at Boston University, which has equipped him with a solid foundation in business and finance.

Skills and Expertise

• Financial planning and advisory
• Corporate finance
• Strategic consulting

His professional journey reflects a commitment to helping clients navigate complex financial landscapes, making him a valuable asset in the wealth management sector.