OUR TEAM

Greg Levin, CFP®,AIF®

Certified Financial Planner

Greg is a certified financial planner with almost 20 years of experience in financial services. Greg joined LPL in 2006 because he wanted to give independent, professional advice to his clients. Being a CFP is a fiduciary responsibility to put his clients interest first. Greg enjoys working with everyone from people building their wealth to those at or near retirement who want independence. Greg is like the quarterback for his clients’ financial plans. He works with estate planners, CPAs and other professionals pulling everyone in together to create financial and investment plans.

Greg is also in AIF (Accredited Investment Fiduciary), holds his Series 7, 63 and 65 thorough LPL Financial. He also holds insurance licenses. He went to college at San Diego State University.

Greg is a father to three wonderful daughters and is involved in their academic life as well as competitive dance teams. Greg volunteers his time at their school helping to teach their classmates. For pleasure Greg enjoys reading history books, travel and his long-suffering Las Vegas Raiders.

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Amber Whelan

Head of Large Group Operations

Amber has been in the insurance industry for over 12 years and her dedication to service is truly second to none. Our clients rely on her expertise and appreciate her warm manner.

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