Richard Levine

Richard Levine

CFP®, ChFC, CLU, MBA

Rich graduated from Emory University before attaining his MBA from the Crummer Graduate School of Business at Rollins College. After moving to Denver, Rich began his career as a financial advisor with New England Financial. Rich became a partner with Synergy Financial Partners in 2008. He works with individuals, families, and business owners in the areas of risk management, wealth creation, and wealth preservation. Rich also specializes in helping Colorado Public Employees’ Retirement Association members maximize their retirement benefits. He holds the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations.