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Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment
Our Location
3131 Camino del Rio N
Suite 415
San Diego, CA 92108
Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment
Let's Talk
Rohe Levy is President of Rohe Levy Financial and Insurance Services, Inc., a firm dedicated to advanced business and estate planning. Rohe’s service model uniquely combines deep strategic knowledge with state-of-the-art fintech capabilities and white-glove customer service. Since its 2004 inception, his company has been a go-to planning advisor for affluent clients and works with many Private Banks and Family Offices.
Rohe Levy Financial and Insurance Services, Inc., has grown into a leading third-party design and administration firm for premium finance and private placement life insurance, managing a loan portfolio exceeding $1.4B. Rohe is a Finseca member, a Forbes Top Financial Security Professional, and active in many high-end insurance advisor organizations.
A San Francisco native, Rohe holds his BA and MBA from the University of San Diego and resides in San Diego, CA.
Sophie supports social media management, digital content, and creative production at Rohe Levy Financial. She contributes to the firm’s marketing efforts, brand communications, and strategic company initiatives, helping to enhance brand presence and create meaningful connections across platforms. Sophie is passionate about developing engaging content and bringing innovative ideas to life.
Sophie brings a creative and thoughtful perspective to her work, holding a Bachelor of Arts in Media Studies with a minor in Business Administration from the University of Denver. Based in Silverthorne, CO, she enjoys traveling, baking, exploring new places, and spending quality time with friends and family.
Meaghan Kormondy serves as the Vice President of Marketing at Rohe Levy Financial, a premier planning firm specializing in creative, technology-driven financial strategies in the high-net-worth and ultra-high-net-worth marketplace.
Meaghan spearheads the firm’s strategic marketing efforts, prioritizing the integration of advanced fintech to elevate brand presence and drive strategic outreach. She aims to ensure a visibility that is as impactful as it is personal.
Meaghan brings a uniquely diverse perspective to the industry, holding a Bachelor of Arts in Communication Studies from the University of San Diego and a Bachelor of Science in Nursing from Grand Canyon University. Based in Denver, CO, she enjoys skiing, traveling, practicing Pilates, and spending time with her French bulldog, Alfredo.
Gabriella Levy has been a member of the RLF team in a variety of capacities over her 10+ years with the firm. She presently serves as Vice President of New Business and Case Management. In this role, Levy oversees the client processes from informal medical and financial underwriting to formal application, placement, and in-force management. As a small firm, each team member wears multiple hats, and she assists with aspects of Operations, Contracting, Marketing, Events, etc.
Outside of her professional role, Levy can be found dog momming to her French bulldog and training for her first marathon.
Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment
3131 Camino del Rio N
Suite 415
San Diego, CA 92108
Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment
Let's Talk