|
|
|||
Deborah LevineFinancial Planner
Phone: 310-475-5854 Deborah Opperman Levine, CPA EDUCATION De Paul University, Chicago, Illinois Master of Science in Taxation 1984 to 1989 Harvard Graduate School of Business Administration, Boston, Massachusetts Master of Business Administration 1974 to 1976
School of International Service, American University, Washington, D.C. Master of Arts 1965 to 1967
Northwestern University, Evanston, Illinois Bachelor of Arts 1961 to 1965
BUSINESS EXPERIENCE NWF Advisory, Los Angeles, California FINANCIAL AND ESTATE PLANNER 1992 to Present Fineman, Nitzberg & West, Beverly Hills, California TAX SUPERVISOR 1990 to 1992
Jamner, Pariser & Meschures, Los Angeles, California TAX REVIEWER Tax Season 1990 Public Accounting Firms, Chicago, Illinois CERTIFIED PUBLIC ACCOUNTANT 1985 to 1989 CNA Insurance , Chicago, Illinois OPERATIONS ANALYST 1978 to 1983 Continental Bank, Chicago, Illinois COMMERCIAL BANKING ASSOCIATE 1976 to 1978 General Motors, New York, New York FINANCIAL ANALYST 1973 to 1974 GOVERNMENT EXPERIENCE British Price Commission, London, England CONSULTANT ON PRICE CONTROLS 1973 U.S. Price Commission, Washington, D.C. STAFF ASSISTANT TO COMMISSIONERS 1972 to 1973 District of Columbia, Mayor's BUDGET AND PROGRAM ANALYST FOR PUBLIC SAFETY AGENCIES 1970 to 1972 U.S. Air Force, Washington, D.C. STAFF BUDGET OFFICER FOR U.S. AIR FORCE 1966 to 1969 ACTIVITIES Estate Planning and Personal Financial Planning Steering Committee of the Certified Public Accountants Society (Los Angeles Chapter).
DESIGNATIONS CFP - Certified Financial Planner
Debbie O. Levine is a registered representative of and offers securities through Royal Alliance Associates, Inc., member FINRA/SIPC.
![]() About Us
![]() ![]()
![]() |
|||
|
*Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services, Inc., registered investment advisor not affiliated with Royal Alliance Associates, Inc. Managed Mutuals is not affiliated with Royal Alliance Associates Inc. or registered as a broker dealer or investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, CT, DC, FL, ID, IL, IN, MA, MI, NJ, NM, NV, NY, OR, PA, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. An investor should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing; the prospectus contains this and other information about the investment company.
|
|||