Richard Levine, CFP®, ChFC, CLU, MBA in

Richard Levine, CFP®, ChFC, CLU, MBA

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Partner at Synergy Financial Partners
📍 Denver, Colorado, United States

Richard Levine is a Partner at Synergy Financial Partners with over 22 years of experience in the financial services industry. He holds CFP®, ChFC®, and CLU® designations alongside an MBA from Rollins College. He specializes in comprehensive financial and retirement planning, including for PERA and Raytheon employees.

Outside of work, Richard is a family man who enjoys spending time with his wife and two sons. He is actively involved in his community by coaching his sons sports teams. His personal hobbies include playing golf and exercising.

He has developed a niche expertise in handling retirement planning for PERA and Raytheon, setting him apart from many general financial advisors.

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Experience
25 Years
Current Role
Partner
Location
Denver, Colorado, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Retirement Planning
Specializes in retirement income planning, with a particular focus on helping employees from PERA and Raytheon navigate their specific retirement systems.
Comprehensive Financial Planning
His entire career is built on providing holistic financial planning for individuals, families, and small businesses, a consistent theme across all his professional roles.
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Career

Work history

2-2008
Partner
Synergy Financial Partners
4-2004 - 11-2007
Financial Advisor
Strategic Financial Partners
6-2003 - 4-2004
Financial Advisor
New England Financial
2000 - 2003
Sr Financial Analyst
Amicus Financial
In the press

Media appearances

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Education
1996 - 1998
MBA
Crummer Graduate School of Business at Rollins College
1991 - 1995
BA
Emory University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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