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Aif® Lev Mandel

Lev Mandel is a financial advisor and financial life strategist based in Walnut Creek, California. He joined Protected Investors of America in 2016 and currently works with Cambridge Investment Research Advisors, Inc.12 Lev holds the Accredited Investment Fiduciary (AIF®) designation, along with FINRA Series 7 and 66 licenses, and a California Insurance License.1

Professional Background

Lev's advisory practice focuses on sustainable investing, retirement planning, custom portfolio strategies, and financial life planning.13 He is known for his collaborative approach with clients, creating a space for them to find clarity around their financial lives.

Education and Experience

  • B.A. from the University of Michigan
  • Master's degree from the London School of Economics
  • Authored four peer-reviewed research articles
  • Previously taught high school math

Personal Life

Lev is 43 years old and lives in Pleasant Hill with his wife, Courtney, and two sons, Ezra (6) and Ezekiel (3). He enjoys long-distance running and beading jewelry.1

Company Information

Lev Mandel works with Cambridge Investment Research Advisors, Inc., which manages assets totaling $87.4 billion and serves various clients, including charitable organizations and high-net-worth individuals.2 The firm offers services such as financial planning, portfolio management, pension consulting, and educational seminars.

Lev's approach to financial planning is influenced by his personal experiences, including a realization about the importance of understanding one's values and goals beyond just accumulating wealth.3 This perspective shapes his work as a Financial Life Strategist, where he aims to help clients find clarity and purpose in their financial decisions.

Highlights

Lev Mandel - Cambridge Investment Research Advisors, Inc | CA
Aug 22 · choreoadvisors.com
[PDF] IN DEPTH: - Choreo Advisors
May 18 · moneyquotient.com
MQ Partner Directory - Money Quotient
Aug 2 · indyfin.com
Lev Mandel - Cambridge Investment Research Advisors - Indyfin
Lev Mandel - Protected Investors of America
Lev Mandel - Protected Investors of America
Jan 1 · levmandel.com
Lev Mandel
Lev Mandel

Related Questions

What inspired Lev Mandel to transition from teaching to financial planning?
How does Lev Mandel incorporate sustainable investing into his clients' portfolios?
What are some unique financial planning strategies Lev Mandel uses?
How does Lev Mandel's background in math influence his approach to financial planning?
What are the key benefits of working with Lev Mandel according to his clients?
Aif® Lev Mandel
Aif® Lev Mandel, photo 1
Aif® Lev Mandel, photo 2
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Location

Walnut Creek, California