Jared S. Levy, CERTIFIED FINANCIAL PLANNER

Managing Partner
Retirement Planning Specialist

Phone: 212 261-9815
Fax: 212 261-9820
Mobile Phone: 917 449-7222
E-mail: jared@kapplanning.com

Jared brings over fifteen years of financial services industry experience to KAP Planning, where his practice is focused on risk management and estate planning  strategies for ultra high net worth clients and small business owners.

He began his career with Gruntal & Co. as an account executive and subsequently founded a boutique investment banking firm, responsible for managing their European Private Wealth Group.  As a equity and Managing Partner of KAP Planning, LTD, Jared manages KAP's relationships with its Private Bank & Trust Company & Family Office client base.

Jared is a member of the Estate Planning Council of New York City, The National Association of Insurance and Financial Advisors (NAIFA), and MDRT. He is also a member of The Estate Advisory Group. He is a member of the Jewish National Fund's Wall Street Society. He is also a member of the American Heart Association.

Jared earned a Bachelor of Science degree in Economics from SUNY Albany, and has received his CERTIFIED FINANCIAL PLANNER(TM) designation. Jared also completed the course work for a Wharton certificate in Retirement Planning.*

He lives in Weschester, NY with his wife Jen and his three children, Jett, Jaden & Joie.

CA license #0003661

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. Retirement Planning Specialist title awarded by AXA Advisors, based on completion of this training program.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFPR and CERTIFIED FINANCIAL PLANNERTM , which it awards to individuals who successfully complete initial and ongoing certification requirements. KAP Planning, LTD, AXA Advisors, and AXA Network do not provide legal or tax advice.