See All Authors »

Brian Levy, Investment Adviser

Founder, BML Wealth Management

Phone: 949.682.9105
E-mail: info@bmlwealth.net
www.bmlwealth.net
BML Wealth Management

Brian Levy is the founder of BML Wealth Management in Irvine, Calif. Brian holds the Series 66 license and is independently licensed in insurance (CA Insurance License # 0E50344). Brian has a bachelor's degree in business economics from the University of California, Santa Barbara. He has provided financial commentary on several radio stations across Southern California. He is married and has two daughters. Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344. BML Wealth Management & Cooper Financial Group are not affiliated. B66858.

Latest Features

Building Wealth
October 2017

5 Questions to Help You Find the Right Financial Planner

When you pick a financial adviser, you need someone who's a good fit. And for those who already have an adviser, if your situation is changing, then maybe it’s time to start fresh.

See More From: Building Wealth