Avi Levine, CFP® | Financial Planner in Southport, CT
Planning With Clients Since 2016
Avi LevineCFP® • Senior Partner
Senior Partner and Financial Planner
A next-generation planner helping people at every stage, from those just getting started to those already retired, put a clear, tailored plan in place and keep it on track.
Avi Levine is driven by a simple reward: watching clients make steady progress toward what matters to them, one decision at a time.
Avi began his career as a financial advisor in 2016, following in the footsteps of his father, Glenn. A graduate of the University of Delaware, he chose this work because he finds real satisfaction in helping people move closer to their goals and feel more in control along the way.
As a CERTIFIED FINANCIAL PLANNER™ professional, Avi builds comprehensive plans tailored to each client, whether they are just starting to save, already retired, or somewhere in between. He meets people where they are, translates the details into plain language, and keeps the plan moving as life changes.
Avi grew up in the Boston area and spent time living in New York City before settling in Fairfield, Connecticut, with his wife, Arielle, and their daughters, Zoe and Ellie. Outside of work he enjoys family time, golf, community theatre, and trips to the beach, and he is a devoted Boston sports fan with a soft spot for the Celtics.
Services Avi Provides
Comprehensive planning that grows with you, adjusting as your income, your family, and your goals evolve over the years.
Keeping taxes in view as you save and invest, so more of your money works toward your goals.
Communities Avi Serves
Based in Connecticut, Avi works with individuals and families across Fairfield County and the surrounding communities, and he meets by secure video and phone whenever that is easier.
Southport
Fairfield
Westport
Trumbull
Orange
Weston
Woodbridge
Milford
Let's map out your next step
Wherever you are on your path, Avi is happy to talk it through and show you what a plan could look like. Start with a friendly, no-obligation conversation.
As a CERTIFIED FINANCIAL PLANNER (CFP) professional, Avi Levine commits to acting in his clients' best interest when providing financial planning advice, consistent with the fiduciary duty CFP professionals accept under the CFP Board's standards. Where a recommendation is brokerage rather than advisory, that difference is disclosed at the time.
What is Avi Levine's background and experience?
Avi is a CERTIFIED FINANCIAL PLANNER professional and a graduate of the University of Delaware. He started his career in financial planning in 2016 and has focused since then on building comprehensive, personalized plans for individuals and families across a wide range of ages and situations.
Who does Avi Levine work with?
Avi works with clients at every life stage, from young professionals just beginning to save to families in their peak earning years and retirees managing income. He is a good fit for people who want a clear, tailored plan and a planner who will explain the details and stay engaged as life changes.
Does Avi Levine work with his father, Glenn?
Yes. Avi entered the profession alongside his father, Glenn Levine, and the two plan as a team. Clients gain the perspective of two generations of advisors: Glenn's long experience with businesses and insurance, and Avi's day-to-day focus on comprehensive planning for individuals and families.
Can I work with Avi if I live outside Massachusetts?
Often, yes. Avi is based in Connecticut and regularly meets with clients by secure video and phone, so families outside Massachusetts can plan with him just as easily. Reach out and he can confirm that he is able to work with you based on where you live.
How do I schedule a meeting with Avi Levine?
You can request a meeting through the contact link on this page, call Avi directly at 617-851-4075, or reach the office at 508-219-0301. You can also email avi.levine@prudential.com, and he will follow up to find a convenient time.
