Who is Dr. Mitch, the Financial Physician TM
Mitchell Levin, MD, CWPPTM, CAPPTM is president of Levin Wealth Systems, LLC. As your Financial PhysicianTM, he is dedicated to your financial health, to stopping the financial malpractice, to curing the financial cancer, and to “empowering the successful to Build, Protect, and Preserve their Prosperity through their own Financial Fortress”.
He is an “AA” rated Florida State Representative of the Asset Protection Society and is a member of the Wealth Preservation Institute the National Association of Professional College Advisors as well as the National Association of College Financial Advisors and the Financial Planning Association.
Author, speaker, trusted advisor: Dr. Mitch is the co-author on many articles, and several other books (Cover Your Assets: How to Build, Protect, and Maintain Your Own Financial Fortress; The Lies My Broker Taught Me©; and 101 Truths about Money and Investing©; and Secrets if a Worry Free Retirement©), and has been featured in several educational CD’s (The Seven Deadly Investor Traps©, How the Really Smart Money Invests©), and in the acclaimed documentary movie “Navigating the Fog of Investing©” along side several Nobel Prize Laureates.
In addition, Mitch is certified in Florida to provide Continuing Professional Education credits to Certified Public Accountants. Some of his speaking engagements include, “The Myths of Investing,” “College Funding Solutions,” “This Time is (Never) Different,” “The Affluent Survival Guide,” “Why Mutual Funds Stink,” “Why Your Insurance Agent is Costing You Tens or Hundreds of Thousands of Dollars,” “How to Prosper in the Reign of Error,” and “Your Asset Protection is Inadequate.”
While in medical school, Mitch was instrumental in setting up the first (and completely student financed) long-term endowment campaign through insurance and derivative products. He was recruited by then Orlando Regional Medical Center to open the first full time eye surgery practice at one of its facilities. The practices grew to several locations with dozens of employees, including several now prominent surgeons. He has lived with his family in Central Florida since 1986, and has been involved professionally in the financial world since 2005.
A small business owner, Mitch has built, grown, bought and sold several other business entities. In addition, he is a successful commercial real estate investor. Dr. Mitch is a major donor to charitable organizations, and has served as an officer on several Boards of Trustees. The knowledge he gained through these experiences contributed to his personal financial success and the ability to pursue his passion of educating and assisting others in their quest for financial freedom.