Brad Levin, CFP®, CMT®, CEPA®

Managing Director, Senior Wealth Advisor

Calabasas, CA | Los Angeles, CA

Pre- and Post-Liquidity Planning
Business Transition Planning
Philanthropic Planning
Investment Strategies
Private Strategies
Multi-Generational Planning


Business Owners
Medical/Dental Practice Owners
Corporate Executives


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 many years as a business owner prior to joining the firm. He works closely with partners in our Family Office and Business Management groups to serve the needs of successful entrepreneurs, executives, entertainers, and their families.

Brad and his team deliver a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice, and business management. Brad’s services can be especially valuable to successful business owners who are planning for an eventual sale or transition of their business.

He describes his role in working with clients as empowering them to live their version of their best life. Brad’s approach to financial planning seeks to balance prudent planning for long-term lifetime goals while enabling the ability to experience more near-term life-enriching experiences, through an approach he calls Bucket list Living. It seeks to a balance prudent planning for long-term lifetime goals while enabling the ability to experience more near-term life-enriching experiences. 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 Business Economics. He holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Market Technician®, making him one of a small number of financial professionals to hold both these 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 and passionate about positively impacting the lives of others, Brad supports a number of local and national charities.

Published Insights

13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes

Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List:  Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...

Curated by Colony Presents: The Art of Aging Gracefully – Webinar Recording

Curated by Colony and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey. We explore a holistic approach to aging well and...

Curated by Colony Presents: Kickstart 2024: Your Guide to Clean Eating with CBL Wellness – Webinar Recording

Establishing health and wellness goals is as important as developing a sound financial plan with your advisor. Prioritize your health and wellness in 2024 by defining and setting goals....

Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners

The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...

2023 Curated by Colony Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead – Webinar Recording

Curated by Colony travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now. Hear about current trends in the travel industry and...

Curated by Colony Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning

Curated by Colony welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children....

2023 Curated by Colony Security Webinar Series: (Session 2) Identity Theft – Protecting your Personal Information

Curated by Colony security provider Regal Credit Management as we discuss the prevalence and challenges of identity theft. Learn best practices to protect yourself, how to spot an attack,...

2023 Curated by Colony Security Webinar Series: Cybersecurity – Protect your Devices, Email, Networks and Information in Real Time

In part one of this two-part webinar series, Curated by Colony security provider Total Digital Security discusses current challenges and trends in digital risk management. Learn best practices to...

Curated By Colony Presents: Navigating Mental Health and Well-Being in Families Webinar Recording

Watch the webinar recording here Curated by Colony and wellness provider O’Connor Professional Group discusses current challenges and trends in mental health and provide tools and resources to help...

Echelon Radio Podcast: Meet Brad Levin with The Colony Group

The Colony Group's Brad Levin spoke with Echelon Radio podcast on a recent episode. Tune in here.

Bucket List Living™ Travel Experiences Webinar Recording

Watch the webinar recording here. Curated by Colony hosted a Live Well and Thrive webinar with a discussion on Bucket List Living™, unique travel destinations, once-in-a-lifetime trips and experiences...

“Bucket List Living: Not for Retirement Only”

As appeared in Rethinking65.  A lot of people talk about their bucket list — the myriad of experiences we hope to be able to complete before we ultimately …...

“How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”

The Colony Group’s Brad Levin, CFP®, CMT® Managing Director, Senior Wealth Advisor, discusses the “bucket list mindset” with Family Wealth Report. In the article, “How Wealth Advisors, Clients Must...

Want to Unload That Investment Property? What Advisors Recommend.

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...

6 Financial Advising Trends for 2022

"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™.