Jeremy Levinn

Principal, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning

Qualifications & Experience

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • BA in Government, Wesleyan University
Philadelphia, PA

Media

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Words to Live By

Client Experience Professionals

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Team Members

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About

Jeremy brings over 13 years of expertise as a financial planner, driven by a lifelong interest in financial decision-making. To him, money is a means, not an end: it’s how you use it that matters. His goal is to provide financial advice that aligns money with personal values, life goals, and a sense of purpose. When clients define what’s important, they can make financial decisions with clarity and confidence.

Prior to joining Farther in 2024, Jeremy spent the majority of his career at Financial Life Focus. Since 2012, he worked closely with founder Michael Kay – learning the people-first approach fundamental to financial life planning, while developing expertise in tax analysis and complex financial projection modeling. This combination of qualitative and quantitative analysis is the foundation of Jeremy’s work. He became a partner at Financial Life Focus in 2020 and President in 2022. In 2024, the Financial Life Focus team joined Farther to expand their client offering. Jeremy is a CERTIFIED FINANCIAL PLANNER™ and a Money Quotient licensee. 

Jeremy lives in Philadelphia with his family and probably plays more pickleball than his right hip would prefer.