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 Debbie Levenson MBA, CFP®

Debbie Levenson MBA, CFP®

about Debbie

For twelve years, Debbie applied her love of personal finance and strong analytical skills to help her financial planning and investment clients at a large wealth management firm in Needham, MA, where she was a Vice President. In 2017, she launched Levenson Wealth LLC.

Debbie has a Bachelor of Science (B.S.) in Economics with honors from the University of Pennsylvania and a Master’s in Business Administration (MBA) from Harvard University.

As a management consultant for Bain & Company, Debbie developed her financial and strategy skills while helping Fortune 500 companies improve their profitability. After Bain, she spent a decade as a senior executive for two consumer products companies before becoming a Certified Financial Planner® through the Boston University program in 2004

Financial planning and investing have been lifelong passions for Debbie. She has been quoted in the New York Times, the Wall Street Journal, Investment News and other local and national media. She has published articles in Financial Planning magazine, the AAII Journal (American Association of Individual Investors) and Women’s Business. She has been featured on multiple occasions as a Money Makeover expert in the Boston Sunday Globe. Debbie is a NAPFA-registered financial advisor and a member of the Financial Planning Association.

Debbie enjoys running, reading, relaxing and planning with her husband and extended family.

Contact Debbie to discuss your needs