America’s PremierExperts™
Mitchell Levin, founder and Managing Director of Phipps Lane, LLC, a Registered Investment Advisory firm and one of America’s leading finance experts, is one of only a handful of participants selected for America’s PremierExperts™
Mitchell Levin’s mission is to “Empower investors to achieve financial fulfillment and peace of mind,” as your “Chief Financial Doctor”. To help stop the financial malpractice, facilitate the cure for financial cancer and to progress from scarcity, losses, fear, and frustration to abundance and peace of mind. He provides a completely independent financial second opinion. Levin will be participating with other selected celebrity experts across various industries in multiple initiatives over the course of the year and will be weighing in on key subjects to consumers and businesses alike.
The participants selected to participate in this year’s program are forward-thinking business owners, authors, speakers, entrepreneurs and corporate CEOs looking to separate their brand, increase revenues, lock out their competition and capture a distinct advantage over competitors in their market.
About his participation in America’s PremierExperts™
“We are proud to honor Mitchell Levin as one of America’s PremierExperts™
For more information about Mitchell Levin and America’s PremierExperts™
About Mitchell Levin:
Mitchell Levin, MD, CWPPtm, CAPPtm, a Financial Wealth Coach, is founder and Managing Director of Phipps Lane, LLC, a Registered Investment Advisory firm. Phipps Lane, Llc 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)
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’
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.
But you probably don’t know anyone with concerns like that, true?
Mitch’s mission is to “Empower investors to achieve financial fulfillment and peace of mind,” as your “Chief Financial Doctor”. 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:
About America’s PremierExperts™
America’s PremierExperts™
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