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

More profiles to browse

Profile Photo
M. Bodie Monroe
Financial Advisor
WH
Wendy Hammond
Wealth Advisor
MM
Martin McClellan
Managing Partner
Profile Photo
Chris Vargas
Managing Partner

You Might Like

RD
Russ Degitz
Principal
Huntington University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services