Evan Levy

Investment Advisor: Financial Advisor / Wealth Management

Lido Advisors, Inc.

9100 Wilshire Blvd. Suite 350W Beverly Hills CA 90212-3437 United States

Office: O: (310) 278-8232 ext: 163 C: (310) 480-9917

I provide individualized wealth management services tailored to the unique situations of high net-worth individuals who are retired, or are contemplating retirement, trusts, and “emerging” professionals. I am able to create holistic investment solutions utilizing alternative asset classes, such as real estate and private placements, to compliment traditional equity and fixed income investments. I am a licensed attorney in California with over a decade of practice experience.

 

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