Brian Levy, CFP®, CFA®ANALYST
Brian Levy helps clients live the lives they want through personalized financial plans tailored to their individual goals at the Langhorne office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
Brian has more than 10 years of experience in the financial services industry, starting his career with Harvest Group Financial.
Brian graduated from Temple University with a degree in Mathematical Economics. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst®.
Brian grew up in Lower Bucks County and has strong ties to the community. He and his wife Julia, along with their three children Ben, Jack, and Ada, reside in Bucks County.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.