CoverProfile

Elise Levy

Financial Advisor

Legacy Wealth Planning LLC

United States, Nevada, Reno

About Me

Being a financial advisor is more than a job it is a calling. A calling to help people. And that's what I do, I help people create the life they have always wanted to live. After five years of working in the graphic design and marketing world, while getting my Masters in Business Administration from University of Nevada, Reno, I realized I wanted a change. So, I joined my fathers financial advising practice, Legacy Wealth Planning, in Reno, NV. Since then I have been working every day helping people achieve financial freedom. If you are ready to think out-of-the-box about your financial future, please reach out and let’s talk about what’s possible.

Profile Information

Financial Advisor

Legacy Wealth Planning LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Reno

Nevada

United States

Jan 12, 2025

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