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.


Elise Levy
Financial Advisor
Legacy Wealth Planning LLC
United States, Nevada, Reno
About Me
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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