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The Levine Social Investment Group

Owner
greeniac11369
Address
2185 N California Blvd #400, Walnut Creek, CA, USA, 94596
Telephone
925-746-0234
E-mail
Website
http://www.ubs.com/fa/joshualevine
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Joshua Levine is excited to be a part of UBS Financial Services and heads up The Levine Social Investment Group. As a Financial Advisor, Joshua works with individual investors, small businesses, and nonprofits to address their short- and long-term financial needs. In addition to providing financial planning and a comprehensive package of financial services, Joshua has a core strength in Socially Responsible Investing. Joshua prides himself in establishing a consultative relationship with his clients to preserve their wealth and develop a properly diversified portfolio. He then strives to empower his clients to make investment decisions that are in line with their personal ethics. Joshua holds the professional designation of Accredited Investment FiduciaryTM (AIF®). Designees of the AIF® work with institutions to understand and articulate the legal and regulatory environment surrounding fiduciaries, develop and implement an effective investment management process applying the principles of Modern Portfolio Theory, document all due diligence, and above all, treat their clients with the utmost prudence and care. Joshua Levine received his Bachelor’s of Science in Civil and Environmental Engineering from the University of California, Los Angeles. Upon graduation, he moved to New York City and joined the leveraged finance division of Scotia Capital, Inc. Joshua then moved on from his Associate role to receive his Master’s degree in Environmental Science and Management from the Donald Bren School of Environmental Science & Management at the University of California, Santa Barbara. In addition to his professional activities, Joshua is actively involved in environmental and social organizations in the San Francisco Bay community. He currently sits on the Board of Directors for: Urban Releaf, a youth-based organization whose goals are beautification and tree planting in low- to moderate income communities; and Audubon Canyon Ranch, an environmental conservation and education-based organization in Marin County.
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