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.