Pre- and Post-Liquidity Planning
Divorce and Dispute Resolution
Women in Transition
Because I Said I Would (Board Member);
Cancer Schmancer Foundation (Roundtable Member and Advocate);
North-Los Angeles Chapter of the CMT Association (Chair);
AISH Los Angeles Pension Fund (Investment Committee Member)
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.
Brad’s approach to financial planning is shaped in by three life-changing events — growing up with a single mother, going through a divorce, and overcoming his wife’s breast cancer diagnosis. These events inspired him to provide advice that’s focused on saving and investing for the future, preparing for the unexpected and having the right team to provide guidance, and lastly, finding ways to help reduce life’s stresses.
Brad was the founder of Legacy Wealth Partners, a boutique wealth management firm in Calabasas, CA, prior to merging with The Colony Group in 2021. Previously, he was a Vice President and financial advisor with The Householder Group and a financial advisor at Kavesh and Gau.
Brad graduated from the University of California, Santa Barbara with Bachelor of Science degree in Economics. He holds a CERTIFIED FINANCIAL PLANNER™, a Chartered Market Technician®, and a Certified Divorce Financial Analyst designations.
Brad currently lives in Calabasas with his wife, 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.
Brad Levin, CFP®,CMT®,CDFA™ shares with Barron’s a few options clients have to unload their investment property. “Some clients may consider selling their property and investing in an Opportunity Zone...
"The idea behind 'bucket list living' is simple: Retirement planning should be more about enjoying the journey than focusing solely on the destination," said Brad Levin, CFP®,CMT®,CDFA™.