Brad Levin has a different view of financial advising. He strives to provide unique financial advice and perspectives to help his clients live a stress-free life. He is passionate about helping others find balance in their lives, and designs financial plans in which clients can find fulfillment beyond monetary amounts. It's what he has termed "Bucket List Living."
Raised by a single mom in the San Fernando Valley, Brad was quite entrepreneurial minded as a kid. He grew up thinking he wanted to be an orthodontist. But his early years at college lead him down the financial path. Listen to Brad explain his journey to where he is today. And how he is making his own "Bucket List Living" a reality.
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Listen to Brad's story here.
