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Jeffrey Levine

Kitces.com | BluePrint Wealth Alliance


Speaker Bio

Jeffrey Levine is the director of advisor education for Kitces.com, a leading resource for financial planning professionals. He is also the chief executive officer and director of financial planning for BluePrint Wealth Alliance, an investment advisory firm providing a unique approach to financial, tax, and estate planning. 



Previously, Mr. Levine was the chief retirement strategist for Ed Slott and Company, where he provided training to financial services providers, insurance professionals, and attorneys. Prior to that, he was president and founder of Advanced Wealth Strategies.



Mr. Levine is a consultant, speaker, and author who regularly contributes to numerous publications, including Forbes.com. He has also appeared on CNBC, Fox Business, and CBS, among other broadcast outlets. He received the Standing Ovation Award from the AICPA Financial Planning Division for his exemplary professional achievements and was named to the “40 Under 40” list in 2017 by InvestmentNews.

Speaker Sessions