Benjamin R. Levy
Wealth Management Advisor|CFP®, RICP®
Professional
Ben began his career at Northwestern Mutual in 2009 as college financial representative while attending The University of Pittsburgh. In 2010 he graduated Cum Laude with a degree in Finance.
Areas of Expertise
- Comprehensive Financial Planning
- Wealth Management & Portfolio Design
- Retirement & Estate Plans
- Risk Management & Asset Protection Strategies
- Physician Loan Repayment Strategies
- Benefits Review
Certifications and Designations
Ben is committed to continuing his education and professional development. Ben holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He earned an Executive Certificate in Financial Planning from Duquesne University. He holds his Series 7, 6, 65 and Series 63 securities registration in addition to the Retirement Income Certified Professional (RICP®) designation. Ben is also a Registered Financial Advisor with the NFL Players Association
Ben is currently sought out to speak to physician groups across the country to discuss topics around financial planning and student loan debt reduction.
Personal
Ben married his high school sweetheart Alicia and they reside in their hometown of Penfield, NY with their three children, Reed, Rose, & David. Together, they love to travel and enjoy adventuring the outdoors!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
