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John L
ChFC®, Series 63, Series 65
Tucson, AZ
Levin Funding Group LLC
John Levin is a financial advisor with Levin Funding Group LLC in Tucson, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including over a decade with AXA Advisors and concurrent business consulting roles through Levin Motorsports Management, LLC. Levin also serves as a board member for New First Financial Resources, an insurance producer group. Levin Funding Group LLC offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, and small businesses. The firm customizes portfolios based on client objectives and risk profiles, utilizing passively managed asset-class and index funds, model portfolios, and independent third-party managers.
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