Brandon Levithan

Brandon Levithan is the Director of Individual Planning Solutions at Peerless Business Advisors. Brandon began his career as a portfolio manager for a hedge fund in New York City where he found that many successful entrepreneurs and professionals were looking for financial advice, but didn’t have time or the desire to focus on it for themselves. As a result, he soon shifted his career away from his life on Wall Street and moved to Philadelphia to become a Financial Planner in order to help clients meet their financial goals.

With a passion for comprehensive planning, Brandon enjoys working with individuals and families, focusing on the bigger picture. Using his experience as a portfolio manager, Brandon is able to leverage his aptitude for measuring risk/reward to help his clients make important financial decisions. Brandon enjoys the new opportunities and challenges each time he meets a client and recognizes each client’s situation is completely different than the last. He enjoys creating and monitoring customized solutions to help put clients on a path to achieve their definition of financial success.

Brandon is a CFP® CERTIFIED FINANCIAL PLANNER^TM certificant and a Chartered Financial Consultant® (ChFC®). His financial education and commitment to achieving success for his clients is a priority for him.

Currently, Brandon lives in Plymouth meeting, with his wife Simona and son, Finn. Originally born in the Philadelphia suburbs, Brandon attended Lower Moreland High School and Indiana University’s Kelley School of Business where he majored in Finance. He founded the charitable organization, Shirt for Shirt and has helped clothe thousands of children worldwide. In his spare time, Brandon enjoys traveling, playing golf and spending time with family.

Licenses:

Life and Health Licensed in: FL, MD, MI, NJ, NV, NY, OH, PA
Domiciled in PA, California Insurance Lic. # 0L33256
Securities Licenses held: Series 7, 63. 66
Licensed to sell securities in: DE, NJ, NY, OH, PA, TX