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Scott Levy Edit Profile

financial planner

Scott Levy, American financial planner. Certified Public Accountant, New York, New Jersey, Certified Financial Planner. Member New York State Society CPAS (retail committee since 1994, PFP committee since 1994), New Jersey State Society of Certified Public Accountants (young Certified Public Accountant committee 1992), Institute Management Accountants, Certified Fire Protection Specialist, American Institute of Certified Public Accountants.

Background

Levy, Scott was born on July 21, 1965 in Englewood, New Jersey, United States. Son of Joel and Joy (Kleiss) Levy.

Education

Bachelor of Science in Accounting, State University of New York, Albany, 1987.

Career

Accountant Ernst & Whinney, New York City, 1987-1990. Certified Public Accountant Weines Associates, 1990. Certified Public Accountant, Certified Financial Planner Sobel & Company, Livingston, New Jersey, since 1991.

Achievements

  • Certified Public Accountant, New York, New Jersey, Certified Financial Planner.

Membership

Member New York State Society CPAS (retail committee since 1994, PFP committee since 1994), New Jersey State Society of Certified Public Accountants (young Certified Public Accountant committee 1992), Institute Management Accountants, Certified Fire Protection Specialist, American Institute of Certified Public Accountants.

Connections

Married Sharon Levy, July 7, 1990. 1 child, Pamela.

father:
Joel Levy

mother:
Joy (Kleiss) Levy

spouse:
Sharon Levy

child:
Pamela Levy