CoverProfile

Josh Levine

Partner & Senior Financial Life Advisor

Telemus

United States, Michigan, Detroit

About Me

Josh has been a member of the Telemus team since its inception in 2005. As a Partner, Josh works with individual members on comprehensive financial life management issues. He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing and cash balance plans. Prior to joining Telemus, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans. Josh is a proud graduate of the University of Texas and completed his MBA at Emory University. Josh is an avid soccer player, runner, biker, and competes in many triathlons. He loves to spend time with his family and the family dog.

Profile Information

Partner & Senior Financial Life Advisor

Telemus

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Detroit

Michigan

United States

Jan 12, 2025

More profiles to browse

WW
William Wallbank
Senior Portfolio Analyst & Trader
LW
Lyle Wolberg
CEO, Senior Financial Life Advisor, Partner
Profile Photo
Andrew Bass
Chief Wealth Officer
MB
Mary Bakhaus
Managing Director/Senior Portfolio Manager and Senior Financial Life Advisor

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University