Cfp® Levi Anderson Aams®, Crpc®, Ea

Levi Anderson, CFP®, AAMS®, CRPC®, EA is a Financial Planning Manager at EP Wealth Advisors. Prior to this, Levi held positions such as Senior Financial Planner and Financial Planning Associate at the same company. Before joining EP Wealth Advisors, Levi worked as a Senior Financial Consultant at TD Ameritrade and as a Financial Advisor and Associate at Edward Jones. Levi also has experience in marketing as a Marketing Associate at Aspen Heights. Levi holds a Bachelor of Science in Business Administration (B.S.B.A.) in Finance from Oklahoma State University. Levi completed their honors in general education at Grapevine Faith Christian School.