Jay Levin

CFP®

Investment Planning Associates, Inc.

Financial Advisor

Jay Levin

CFP®

Investment Planning Associates, Inc.

Financial Advisor

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

(240) 430-3000

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

Jay Levin is a Rockville, MD fee-only financial planner. Investment Planning Associates, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jay Levin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Jay Levin 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

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jay Levin 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.

  • Certified Financial Planner (CFP)
    Jay Levin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Jay Levin is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jay Levin

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Office Locations:

  • 11140 Rockville Pike
    Suite 400
    Rockville, MD 20852

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