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Bud Levy

Email: budlevy@nesteggadvisors.net

Bud Levy, CFP®, ChFC, CPA, MBA Certified Financial Planner™ professional Bud is an expert in financial matters that affect retirees and pre-retirees who want to protect their principal, maintain their lifestyle, help ensure that their money lasts, and achieve a financially secure and worry-free retirement.

Bud works with his clients in the full scope of their wealth management and life-planning objectives including retirement income planning, estate preservation, development of investment portfolios, and asset protection. Drawing upon his background as a CPA, Bud helps his clients to cut their taxes by as much as 50 percent, avoid taxes on social security income, avoid estate taxes, and protect their estate values.

Bud's clients consist of individuals, families, professional practices, and small businesses. Bud is recognized as a leading financial educator. He has conducted over 200 seminars and workshops including such popular programs as "The Ten Biggest Mistakes Retirees Make…And How To Avoid Them!", "Protect Your Life Savings Using Ten Secrets The Government Doesn't Want You To Know!", and "The Retirees' Guide To Financial Security In Troubled Times and Turbulent Markets".

Bud also teaches an intense 12-hour workshop entitled "Financial Strategies For Successful Retirement" as part of the curriculums of the Huntington and Hauppauge Adult and Continuing Education Programs. Bud is one of a handful of financial advisors in the tri-state area who has earned all three of the most widely recognized financial planning designations: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant (ChFC), and Personal Financial Specialist (PFS). In addition, Bud is a Certified Public Accountant and has earned the Certified Long-Term Care Consultant (CLTC) professional designation. Bud is a graduate of the College For Financial Planning and he holds an MBA degree from St. John's University.

NestEgg Advisors, Inc. 330 Motor Parkway, Suite 305
Hauppauge, NY, 11788
Phone: 631-952-2700
Fax: 631-952-2177
www.nesteggadvisors.net
contactus@nesteggadvisors.net