Investment Expert and Financial Wealth Coach, Mitch Levin, Nominated As One of 401kWire’s Most Influential Advisors
Mitch Levin, financial wealth coach, public speaker and investment expert, was recently nominated as one of 401kWire’s Top 300 Advisors in Defined Contribution
Orlando, Fla. – September 21, 2010 – Mitch Levin, Summit Wealth – Florida’s CEO & Managing Director and one of the country’s most respected investment experts and wealth coaches, speaker and Best Selling Author, has recently received the distinct honor of being nominated as one of 401kWire’s Top 300 Most Influential Advisors in Defined Contribution for 2010.
Summit’s mission is to “Improve the world, one investor at a time. Empowering investors to achieve Full Financial Health.” Summit Wealth delivers: Solid Growth. Safely Managed. Trusted Advice. Creating a Better Future.
Advisors voted into the Top 300 will be announced and honored at a special conference – dinner and awards ceremony taking place from December 8th-10th in Palm Beach, Florida. The voting will take place prior to the event with voting participation from broker-dealers, wholesalers, investment firm representatives, plan sponsors and other peer advisors. The nomination in itself is a very prestigious honor. The 401kWire will give special recognition to the top advisors in four different segments. These include Large Market ($75 Million in plan assets), Mid-Market ($15 Million to $75 Million), Small Market ($5 Million to $15 Million) and Micro Market (less than $5 Million.) In previous years, upwards of 75,000 votes were tabulated for these awards.
Mitch Levin remarked, “It is truly an honor to have been nominated for this great designation. I am especially honored to have been recognized by my peers for my continued hard work for my clients.”
For more information about Mitch Levin please visit http://www.MySummitWealth.com
About Mitch Levin:
Mitch Levin, MD, CWPPtm, CAPPtm, CEO & Managing Director of Summit Wealth – Florida Division, a Registered Investment Advisory firm. Summit Wealth is dedicated to “empowering investors to build, protect, and preserve their prosperity through their own Financial Fortress.”
He is an “A” rated Florida State Representative of the Asset Protection Society (www.apsociety.org), and is a member of the Wealth Preservation Institute (www.thewpi.org), the National Association of Professional College Advisors (www.napca.org) as well as the National Association of College Financial Advisors (www.nacfa.com), and the Financial Planning Association (www.fpa.org.) Author, speaker, trusted advisor: Dr. Mitch is the co-author on many articles, and several other books (The Lies My Broker Taught Me; and 101 Truths about Money and Investing; and Secrets if a Worry Free Retirement), and has been featured in several educational CD’s (The Seven Deadly Investor Traps, How the Really Smart Money Invests), and in the acclaimed documentary movie “Navigating the Fog of Investing” along side several Nobel Prize Laureates. He has appeared on ABC, NBC, and in USA Today.
In addition, Mitch is certified in Florida to provide Continuing Professional Education credits to Certified Public Accountants. Some of his speaking engagements include, “The Myths of Investing,” “College Funding Solutions,” “This Time is (Never) Different,” “The Affluent Survival Guide,” “Why Mutual Funds Stink,” “Why Your Insurance Agent is Costing You Tens or Hundreds of Thousands of Dollars,” “How to Prosper in the Reign of Error,” and “Your Asset Protection is Inadequate.”
His clients are nice, affluent people, who actually may be furious when they discover — too late — the poor outcomes, outrageous and hidden fees, and unnecessary taxes they have to pay. And the excessive risks they’re taking—that’s another conversation completely. They’re bombarded with mixed, or negative, or outright fear-mongering messages. They sometimes wake up in the middle of the night in a cold sweat. These people feel cheated.
Some are worried sick about the markets ups and downs… and their futures don’t look so rosy anymore. How to pay for college, retirement, eliminate their mortgage burden. They’re looking for new ideas and don’t know who to turn to.
Still others are honest enough to admit they’re failing miserably in their investments, trying to pick stocks, or time the markets, or chase mutual fund track records. They would stop, but no one has the guts to provide a viable alternative, to tell them the truth, to tell them they’re wasting time while losing lots of money. They’d have a better chance at the roulette wheel, without the fun.
Mitch and Summit Wealth’s mission is to “Improve the world, one investor at a time. Empowering investors to achieve Full Financial Health.” Summit Wealth delivers: Solid Growth. Safely Managed. Trusted Advice. Creating a Better Future.
They help stop the financial malpractice and facilitate the cure for financial cancer. To progress from scarcity, losses, fear, and frustration to abundance and peace of mind, he provides a completely independent financial second opinion.
While in medical school, Mitch was instrumental in setting up the first (and completely student financed) long-term endowment campaign through insurance and derivative products. He was recruited by then Orlando Regional Medical Center to open the first full time eye surgery practice at one of its facilities. The practices grew to several locations with dozens of employees, including several now prominent surgeons. He has lived with his family in Central Florida since 1986, and has been involved professionally in the financial world since 2005.
A small business owner, Mitch has built, grown, bought and sold several other business entities. In addition, he is a successful commercial real estate investor. Dr. Mitch is a major donor to charitable organizations, and has served as an officer on several Boards of Trustees. The knowledge he gained through these experiences contributed to his personal financial success and the ability to pursue his passion of educating and assisting others in their quest for financial freedom.
Contact: Mitch Levin at Summit Wealth – 866.977.2252
For more information about Mitch Levin please visit http://www.mysummitwealth.com