Ray LeVitre |CFP | Net Worth Advisory Group

Ray LeVitre, CFP®

 Ray LeVitre’s Team

LeAnn Veltri, Director of Client Services; Hannah Miller, Client Interface Specialist; Kristy Donahoo, Financial Advisor and Partner; Ray LeVitre, Financial Advisor, CFP™, and Founder; Eryka Helsten, Client Review Specialist; Abbie Johnson, Client Reporting Specialist; Amoree Farnsworth, Financial Advisor, CFP™

Ray E. LeVitre, CFP™

Managing Partner, Founder

Author: 20 Retirement Decisions You Need to Make Right Now

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 27 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 Net Worth Advisory Group in 2003.

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.




  • Instructor, Utah Valley University, Woodbury School of Business, Introduction to Personal Financial Planning Profession




Television Interviews


Radio Interviews


Quoted in the Media




Email: ray@networthadvice.com