Jay P. Levin

Jay P. Levin

| CFP®

Investment Planning Associates, Inc.

(240) 430-3000

Contact Me

Fee Only Financial Planner Located in Rockville, MD and Serving Clients Nationwide

Specialties

  • Investment Management
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Free Initial Consultation

Website

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11140 Rockville Pike
Suite 400
Rockville, MD 20852

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jay Levin is a Fee-Only financial planner located in Rockville, MD and serving the greater Washington D.C. area.  Investment Planning Associates, Inc. specializes in providing financial planning and investment management to help clients reach their goals and make important financial decisions through all stages of their lives. Jay Levin is a CERTIFIED FINANCIAL PLANNER™ Professional and a NAPFA-Registered Financial Advisor.

Jay Levin has 30 years of experience in the investment advisory business.  Before founding IPA in January 1990, Mr. Levin worked in New York for five years with Donaldson, Lufkin & Jenrette and Cowen & Co. advising institutional investors.  Mr. Levin is a CERTIFIED FINANCIAL PLANNER™ professional, and his academic credentials include an M.B.A. in finance and investments from the University of Texas at Austin, and a B.S. in Economics from Towson State University.  He is a member of NAPFA (National Association of Personal Financial Advisors) and the FPA (Financial Planning Association).  Mr. Levin has also been a frequent public speaker on his areas of expertise.

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Investment Planning Associates, Inc. (IPA) is a registered investment advisor under the jurisdiction of the U.S Securities and Exchange Commission. IPA was founded in January 1990 for the purpose of providing sensible, low-cost financial planning and investment management services to individuals and small businesses. IPA uses high quality, no-load bond and stock mutual funds as its primary investment vehicle. IPA’s objective is to deliver reasonable rates of return given each client’s risk/return objectives and prevailing market conditions. Client references are available upon request.

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