Josh 2021 v2
    Senior Financial Life Advisor, Partner

    Josh Levine, CFP®

    jlevine@telemus.com
    Favorite candy: Snickers

    Josh has been a member of the Telemus team since its inception in 2005.  As a Partner, Josh works with individual members on comprehensive financial life management issues.  He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing and cash balance plans.  Prior to joining Telemus, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans. Josh is a proud graduate of the University of Texas and completed his MBA at Emory University.  Josh is an avid soccer player, runner, biker, and competes in many triathlons.  He loves to spend time with his family and the family dog.

     

    Click here for designation requirements.

    Recent posts by Josh

    Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.

    See more

    Meet the rest of your team

    Through a deep and thoughtful exploration process with a unique team of experts, we help you define what finacial and personal achievement means.

    meet the team