Barry Levine

Barry has over 35 years of experience providing financial counseling to high-net-worth business owners, corporate executives, professionals, retirees, and those transitioning through the divorce process. Barry has served as a guest lecturer in estate planning for California State University, and co-authored a chapter on managing inherited money in a book on personal financial planning. Barry earned his bachelor's degree in Economics from Brandeis University and a master's degree (MBA) in finance and planning from the Sloan School of Management at MIT. He is a Certified Financial Planner (CFP(r)) and Certified Divorce Financial Analyst among other professional designations, and a member of the North County Estate Planning Council and Collaborative Practice San Diego.