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Jeffrey Levine

Kitces.com


Speaker Bio

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals. He is also the chief executive and director of financial planning for BluePrint Wealth Alliance, where he drives the firm’s vision for financial, tax, and estate planning.



Mr. Levine is a recipient of the Standing Ovation award, presented by the American Institute of Certified Public Accountants Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” He is a regular contributor to Forbes.com, numerous industry publications, and is regularly sought after by journalists for his insights. Mr. Levine has a master’s degree in accounting. He is a Certified Financial Planner®, a Certified Wealth Strategist®, a certified public accountant, and a personal financial specialist. 

Speaker Sessions