Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He currently serves as the Chief Planning Officer for Buckingham Wealth Partners, the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and as the Lead Subject Matter Expert for the American College’s Tax Planning Certified Professional^TM (TPCP^TM) Program.

Jeffrey is a past recipient of ThinkAdvisor’s Luminaries award for Thought Leadership and Education, as well as the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” In 2021, Jeffrey was named to Investment Advisor Magazine’s IA25 for being one of the top 25 “VIPs Pushing Advisors Forward,” which followed being named to the same list in 2020 as one of the top 25 voices to turn to during uncertain times. Jeffrey has also been recognized as a Young Advisor to Watch by Financial Advisor Magazine and was a member of the 2017 class of InvestmentNews’ 40 Under 40, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.”

Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.

Jeffrey is a regular contributor to various industry publications, and has promoted retirement and tax education on CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and has been quoted in publications throughout the country, including The Wall Street Journal, The Washington Post, USA Today, the New York Times, San Francisco Chronicle, Investment News, Morningstar, ThinkAdvisor, Financial Planning, Financial Advisor, Forbes, Reuters, Barron’s, Bloomberg, Kiplinger’s, Kiplinger’s Retirement Report, Money Magazine, Newsday, MarketWatch, CNBC.com, U.S. News, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com, AARP, Consumer Reports, Next Avenue, and Yahoo Finance.

Jeffrey and his wife, Bobbi-Jo, are the proud parents of three boys, Reid, Grant and Austin. In his free time, he enjoys spending time with family and friends, playing and coaching soccer, playing multiple instruments, and cheering for his beloved Steelers.