SANDY LEVINE
Wealth Manager
sandy.levine@atlaswmg.com
(858) 876-6333
3790 Via de la Valle, Suite 320, Del Mar, CA 92014
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Mr. LeVine has more than 40 years of investing experience and started studying the markets as an undergraduate business student at San Diego State University, where he received a Bachelor of Science in Business. He then went on to The University of San Diego, where he received his MBA in Marketing and Finance. Prior to joining Atlas Wealth Management Group and Redhawk Wealth Advisors, Mr. LeVine was with William Jordan Investments and Pacific Advisors. In addition to being an Investment Advisor, he previously founded a successful software company and spent a number of years in the high-tech world.
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He is a native San Diegan and world traveler. Currently residing in Del Mar, CA, he enjoys golf, running and managing investments.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
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FIDUCIARY PROMISE
