Brad Levin, CFP®, CDFA®, CMT®
Brad Levin is the CEO and co-founder of NextPhase Divorce Advisors. Brad is a financial industry veteran with with over 25 years of experience who is passionate about making a profoundly positive difference in the lives of the clients he serves. NextPhase was born out of Brad’s own personal experience of divorce and his recognition that, even though he was a Certified Financial Financial Planner practitioner with many years of experience at the time, he realized that the emotional intensity of situation affected his own decision-making ability. During his separation, Brad also discovered a lack of professionals who understood the financial ins and outs of dividing a martial estate. As a result, he realized that there is a need to provide guidance and prudent council to others navigating the divorce process. He thus pursued an additional specialty in divorce planning and became a Certified Divorce Financial Analyst professional, thus expanding his capabilities in an area that classically trained financial advisors are unequipped to handle.
In addition to his work for NextPhase, Brad Levin is the CEO and Founder of Legacy Wealth Partners, an independent fee-based Investment Advisory firm. He is also a professional investment analyst and holds the designation of Chartered Market Technician. With his extensive knowledge of the financial markets, Brad can lend his expertise to advising clients on realistic assumptions related to their divorce. With his diverse professional background and a level of experience that sets him apart from his peers, Brad is in a unique position to provide clients of NextPhase Divorce Adviosrs with a wealth of knowledge.
Brad is happy re-married and currently lives in Calabasas with Jennifer and their four children. His time away from the office is devoted to family, traveling, and engaging in physical activities of all types. Blessed in his career, Brad supports a number of local and national charities.