Levi Robinson, CFP, ChFC, is the founder of The Legacy Group and a seasoned wealth advisor with over 16 years of experience catering to the financial needs of multigenerational families. They have served as a Senior Vice President at UBS since 2005, specializing in portfolio management. Levi became a CERTIFIED FINANCIAL PLANNER™ in 2007, emphasizing financial planning early in their career and taking pride in building long-term client relationships. An alumnus of Texas Christian University, Levi earned a BBA in Finance in 2004.
Location
Anchorage, United States
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