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Sol Levy


I’m Sol Levy— now in my 22nd year as an account executive at Lincoln Investment Planning where I focus on retirement planning and asset management. I also have had 17 years’ experience with Lincoln Benefits Group where I was the manager of financial investments and retirement planning.  There, I created LBG Financial Advisors, a registered investment firm.
    
I earned my B.S. in Education from Temple University, a Master’s in Social Work from Western Reserve, and my Ph.D. in Political Science with a focus on Public Administration, Social Economics, and American Government from Temple. 
    
I have Investment and Securities and Insurance Licenses from Pennsylvania and New Jersey, am a Certified Financial Planner, and have additional certification from the International Board of Standards and Practices for Certified Financial Planners.
    
I’ve taught many financial planning classes to professional groups and at schools throughout our area, including Widener University, La Salle College, and the Wharton School of the University of Pennsylvania.