May 26, 2025 | FPA NorCal E7 | Guest: Jeffrey Levine, Chief Planning Officer, Focus Partners Wealth

Name: May 26, 2025 | FPA NorCal E7 | Guest: Jeffrey Levine, Chief Planning Officer, Focus Partners Wealth
Uploaded: 2025-09-29T18:36:24Z
Description: Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Jeffrey Levine, Chief Planning Officer, Focus Partners Wealth to discuss: 👉 Can going RIA reduce your tax bill?

Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Jeffrey Levine, Chief Planning Officer, Focus Partners Wealth to discuss: 👉 Can going RIA reduce your tax bill?