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Our Team

Adam M. Levy, CRPC

President, Wealth Advisor

(425) 646-6712

(425) 450-4065

After graduating from the University of Arizona, Adam furthered his education by obtaining the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. The expertise from acquiring the CRPC designation allows him to better assist clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning. He holds Series 7 and 66 registrations with LPL Financial as well as a Life and Health Insurance License.

Adam was a recipient of the 2012 John H. Sykes Community Service Award, which recognizes an individual who has demonstrated a commitment to assisting individuals, the community or any other philanthropic mission, and honors those who made life better through their efforts.

Currently living in Bellevue, WA, Adam has spent most of his life in the greater Seattle area and is proud to call it home. He enjoys spending his time with his wife Lindsay and her daughter Iely. Adam currently serves as a board member on Pinky’s Passion for a Parkinson’s Cure and co-chaired the Gary Adrian Memorial Golf Tournament, in memory of a beloved teacher and coach, with proceeds benefiting the First Tee of Greater Seattle, a non-profit organization seeking to impact the lives of children by providing them the means to develop life skills, character, integrity, self-respect and other life-enhancing values.