Ray LeVitre, CFP

Managing Partner

Education and Designations
Certified Financial Planner™ (CFP)
Member, National Association of Personal Financial Advisors (NAPFA)
College for Financial Planning, CFP Professional Development Program
CFM Program, The Merrill Lynch School of Financial Management
Bachelor of Science, University of Utah

Financial Management Experience
Ray has gained a unique perspective of the financial industry during his 19 years of experience. Ray has worked as representative for one of the nation’s largest mutual fund companies (Fidelity); as a bank investment representative at one of the nation’s largest banks (Citicorp); and as an insurance agent at a reputable life insurance company (Mutual of New York-MONY).  Ray then worked as a stock broker at the nation’s largest brokerage firm (Merrill Lynch) before starting his own independent firm.

Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer.  As an independent fee-only advisor Ray is in a unique position to help people evaluate the products and services they have been sold by other advisors and help determine if they were given sound advice.

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