Eva L. Levine, Principal of Plenaris Advisory, has worked in the financial field for more than 20 years. After serving as a corporate attorney for several businesses in the Silicon Valley, including the technology firm Anderson Jacobson, Inc. (1984-1989), Eva has been in private practice, specializing in estate planning and real estate law since 1990. She has served as a financial advisor for Prudential Financial (1999-2000), as well as an arbitrator for FINRA, the Financial Industry Regulatory Authority (2001-2008). She established Plenaris Advisory in 2008 to provide financial services to individuals and their families.
Eva currently holds the following professional licenses and certificates:
- California attorney license since 1983.
- Insurance license #0C82633 since 1999.
- Real estate license #989432 since 1988.
- Registered Investment Advisor license #146413 since 2008.
- Certified Financial Planner® since 2007.
- Certified Wealth Preservation Planner™ since 2009.
- Certified Asset Protection Planner™ since 2009.
- Certified Mediator since 2006.
Eva is a graduate of the University of San Francisco School of Law. She graduated from Eckerd College with high honors (Sociology), and also holds a Master's degree (Sociology) from the University of the Pacific. She is a member of the California State Bar Association, Los Angeles County Bar Association, Asset Protection Society, Wealth Preservation Institute, Financial Planning Association, National Association of College Funding Advisors, American Association of Individual Investors, and the California Dispute Resolution Council.
One of the benefits of working with Plenaris Advisory is Eva's ability to provide clear, easily understood explanations of financial products and services, and to incorporate appropriate services from a variety of sources that meet clients' needs. The personalized program that she can provide is a roadmap to working toward a more secure financial future.
We look forward to using our expertise to help you pursue your financial goals.