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Mitch Levin
Mitch Levin, MD, CWPP, CAPP, The Financial PhysicianTM graduated from Beloit College with a degree in English Literature in 1976. Afterwards, went to work in the Harvard Graduate S...view moreMitch Levin, MD, CWPP, CAPP, The Financial PhysicianTM graduated from Beloit College with a degree in English Literature in 1976. Afterwards, went to work in the Harvard Graduate School department of surgery computer labs under the Chief of Surgery, then attended SUNY Stony Brook School of Medicine, where he developed his interest in financial matters and was instrumental in setting up, what may be the first and completely student-financed long-term endowment campaign through insurance and derivative products.
In the early 2000s, Dr. Levin retired from active practice of medicine to devote himself to philanthropic endeavors and to his family. It was during this period, he became increasing interested in financial matters and investment Ultimately, this led him to begin a new career in the field of wealth management and he became “The Financial PhysicianTM” and CEO of Summit Wealth Partners, Inc.
Dr. Levin is certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. He is a two-time national best-selling author, trusted advisor and accomplished public speaker.
His published works include a multitude of professional articles and papers, as well as the books Power Principles for Success; Goal!, The Financial Physician’s Ultimate Survival Guide for the Professional Athlete; Shift Happens; Smart Choices for Serious Money; and Cover Your Assets: How to Build, Protect and Maintain Your Own Financial Fortress
You may contact Dr. Levin at mlevin@mysummitwealth.comview less
Books by Mitch Levin
How Elite Advisors Grow: Proven, Trust-based Marketing For Financial Advisors Smart Choices For Serious Money Rating: 0 out of 5 stars0 ratingsUnder The Radar How To Protect And Maintain Your Own Financial Fortress By Flying Under The Radar Rating: 0 out of 5 stars0 ratingsGOAL! The Financial Physician's Ultimate Survival Guide for the Professional Athlete Rating: 0 out of 5 stars0 ratingsPayday!: Congratulations, Your Business Sold. Now What? How to Prepare for & Protect Your Sudden Wealth Rating: 0 out of 5 stars0 ratingsGoal! The Financial Physician's Ultimate Survival Guide For The Professional Athlete Rating: 0 out of 5 stars0 ratings