Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Principal

Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Debbie Levenson, CFP®, MBA

(617) 527-1623

Fee-Only financial planner located in Newtonville, MA, providing concierge-level planning and investment management services to a limited number of individuals and families in the Newton area.

Meet Debbie Levenson

Debbie Levenson is an experienced financial planner who can help you define and reach your personal and financial goals. Her Bain & Company consulting background, Harvard MBA training and twelve years of experience as a successful advisor at a large wealth management firm, enable her to deliver high-quality advice to her clients. She believes in comprehensive financial planning and has been a member of NAPFA since 2004.

Financial planning and investing have been lifelong passions for Debbie. She has been quoted in the New York Times, the Wall Street Journal, Investment News, Kiplinger's Personal Finance and other local and national media. She has published articles in Financial Planning magazine, the AAII Journal (American Association of Individual Investors) and Women’s Business. She has been featured on multiple occasions as a Money Makeover expert in the Boston Sunday Globe.

To learn more, please visit www.LevensonWealth.com.

Debbie Levenson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Debbie Levenson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Debbie Levenson

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Office Locations:

  • 82 Bullough Park
    Newton, MA 02460

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