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The Levine Social Investment Group - UBS Financial Services

2185 N California Blvd 400, Walnut Creek, CA, USA, 94596 - View Map

UBS is a leading global financial services firm, headquartered in Geneva, Switzerland. As a financial advisor at UBS, Joshua Levine works with individual investors, small businesses, nonprofits, and endowments to address their short- and long-term financial needs. In addition to providing financial planning and a comprehensive package of financial services, Joshua has a core strength in Socially Responsible Investing. Joshua prides himself in establishing a consultative relationship with his clients to preserve their wealth and develop a properly diversified portfolio. He then strives to empower his clients to make investment decisions that are in accordance with their personal ethics.