College Station, Texas-based Holistiplan announced today that it has hired Jeffrey Levine as a tax planning strategist.
in Levine’s new fintech-oriented role, he will be a “tax-planning guru” to help improve the fintech’s product, Holistiplan co-founder Kevin Lozer told Financial Advisor magazine during an interview.
“Jeff’s major role will be to help us continue to enhance Holistiplan and add functionality in ways that advisors are still going to enjoy the intuitiveness of it and the efficiency of using the software,” said Lozer. “That’s why when we had the opportunity to add someone like Jeff, we really jumped on it. He knows taxes so well, and tax planning so well, and he’s an advisor as well—so he’s someone who can see our software from all angles.”
Holistiplan is advisor-facing tax planning software known for its ability to read and review a client’s tax return to find financial planning opportunities. Levine serves as director of advanced planning at Buckingham Wealth Partners and is listed as the “lead financial planning nerd” at Michael Kitces’ Kitces.com website.
Levine also founded Fully Vested Advice, which provides financial education and consulting services to the financial services industry. He was named to Financial Advisor’s 2020 Young Advisors To Watch list.
“We made it clear in our communications to Jeff that he’s not here to be our celebrity spokesman,” said Roger Pine, co-founder of Holistiplan, on a call with FA magazine. “He’s here to work, research and guide us in our product and on our roadmap. He’s already getting his hands dirty and has already made an impact on the product.”
Pine said that, so far, Levine has primarily helped Holistiplan to understand how it can create a better experience for its advisor users.
In Holistiplan’s announcement, Levine revealed that he will continue in all of his existing roles in addition to joining Holistiplan.
“Roger and Kevin have created an incredible solution that helps to answer one of most common questions I hear from the advisor community; ‘How can I efficiently help my clients minimize the impact of income taxes as part of their overall financial plan?’ For many advisors, I believe that Holistiplan is the best answer to that question,” said Levine in released comments.