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Joanna Levasseur

Wealth Manager

Lyell Wealth Management

United States, California, San Francisco

About Me

As an experienced CFP® and a tax professional I manage customized investment portfolios and provide holistic approach that incorporates clients’ entire finances including cash flow, insurance and estate planning. Integrating custom tax guidance is an important part of our overall financial planning strategies. I enjoy working in a collaborative environment and developing long-standing relationships. Our clients value having a close relationship with their trusted advisor. We proud ourselves in being independent, transparent and accessible. We do not offer proprietary investment products. 

Profile Information

Wealth Manager

Lyell Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Jan 11, 2025

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