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Glenn Levine, CFP, ChFC and CLU, financial planner in South Easton, Massachusetts
Providing Financial Services
Since 1980

Glenn LevineCLU®  •  ChFC®  •  CFP®

Managing Partner and Financial Planner

A financial planner of four decades, bringing depth in business planning, employee benefits, and insurance to families and business owners across Southeastern Massachusetts.

Schedule a conversation Call 781-429-6301
CFP®Certified Financial Planner professional
ChFC®Chartered Financial Consultant
CLU®Chartered Life Underwriter
Since 1980Four decades of planning
BrandeisBrandeis University graduate

Meet Glenn

For more than four decades, Glenn Levine has helped families and business owners turn complex financial questions into clear, workable decisions.

Glenn earned his degree from Brandeis University and began his career in financial services in 1980. Over the years he built rare depth in the areas that touch nearly every business owner: company planning, employee benefits, and insurance. That perspective lets him see how a personal plan and a business plan influence one another, and how to strengthen both.

Today Glenn practices alongside his son, Avi, blending long experience with a fresh generation of planning. As a CERTIFIED FINANCIAL PLANNER™ professional who also holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations, he brings a well-rounded view to retirement, risk management, and legacy planning for the people he serves.

Glenn has given generously to his community, serving as a past president and board member of Temple Aliyah in Needham. He is an avid golfer, and he and his wife, Alisa, cherish the time they spend with their children and grandchildren.

Services Glen Provides

Guidance shaped by four decades of work with business owners, weaving together the company, the family, and the future into one coordinated plan.

Comprehensive Financial Planning

A full picture of your household and business, organized into a plan you can act on and revisit.

Business and Succession Planning

Preparing an owner for the day the business changes hands, from valuation questions to a smooth transition.

Employee Benefits Strategies

Group and executive benefit approaches that help a company attract, reward, and keep good people.

Insurance and Protection Planning

Coverage reviewed through a Chartered Life Underwriter lens to safeguard income, family, and enterprise.

Retirement Planning

A strategy for stepping back on your terms, with income designed to last through retirement.

Wealth Management

Investment guidance kept in step with your plan, your timeline, and your comfort with risk.

Communities Glenn Serves

Glenn works with individuals, families, and business owners across Fairfield County and the surrounding Connecticut communities, and he stays connected throughout the area by phone and secure video.

Southport

Fairfield

Westport

Trumbull

Orange

Weston

Woodbridge

Milford

Bring clarity to your next decision

Whether you are planning for retirement or thinking ahead for your business, Glenn is glad to talk it through. Reach out for a straightforward, no-obligation conversation.

Schedule a conversation
Prefer to talk now? Call 781-429-6301 or email glenn.levine@prudential.com

Frequently Asked Questions

Is Glenn Levine a fiduciary financial advisor?

As a CERTIFIED FINANCIAL PLANNER (CFP) professional, Glenn Levine commits to acting in his clients' best interest when providing financial planning advice. CFP professionals agree to a fiduciary duty under the CFP Board's Code of Ethics and Standards of Conduct. When a recommendation is brokerage in nature rather than advisory, that distinction is disclosed to the client.

What credentials does Glenn Levine hold?

Glenn is a CERTIFIED FINANCIAL PLANNER professional and also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He graduated from Brandeis University and has practiced in financial services since 1980, giving him more than four decades of planning experience.

How can Glenn Levine help business owners?

Business planning has been at the center of Glenn's work for decades. He helps owners with employee benefit strategies, executive compensation, insurance and risk protection, and succession planning, and he coordinates those decisions with the owner's personal and retirement goals so the two sides reinforce each other.

Do Glenn and Avi Levine work together?

Yes. Glenn practices alongside his son, Avi Levine, who is also a CERTIFIED FINANCIAL PLANNER professional. Clients benefit from Glenn's decades of experience and Avi's ongoing involvement, along with the continuity that comes from a father and son planning as a team.

Where is Glenn Levine located and what areas does he serve?

Glenn works from the Clarity Wealth Advisors office at 448 Turnpike Street, Suite 1-G-A, South Easton, MA 02375. He serves clients across Southeastern Massachusetts and the greater Boston area, including South Easton, Easton, Needham, Norwood, Foxborough, and Bridgewater, and meets remotely when that is easier.

How do I schedule a meeting with Glenn Levine?

You can request a meeting through the contact link on this page, call Glenn directly at 781-429-6301, or reach the office at 508-219-0301. You can also email glenn.levine@prudential.com, and Glenn will follow up to arrange a time.