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People · Advisors
Chief Planning Officer of Focus Partners Wealth | Focus Partners Advisor Solutions. Professor of Practice in Taxation at The American College. Lead Financial Planning Nerd for Kitces.com
Chief Planning Officer · Focus Partners
Jeffrey Levine — Chief Planning Officer · Focus Partners · St Louis, Missouri, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Today’s tax and financial landscape is more complicated than ever before. All too often, this complexity leads to bad decisions that can derail a lifetime’s worth of work. My mission is simple; to never stop learning and to help simplify the complex for others so that they can apply cutting-edge strategies designed to help families keep more of their hard-earned money.
Experience
Chief Planning OfficerCurrent
Focus Partners · Greater St. Louis
Jun 2024 – Present
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.