Meet Conrad Levesque, a highly skilled Certified Financial Planner™, certified public accountant, and investment advisor representative (IAR) with nearly two decades of experience in the financial services industry. Beyond his expertise in wealth management, Conrad has an extensive background in real estate development, business consulting, and financial auditing for the State of Georgia.
Education & Experience
Originally hailing from New York and raised in southern California, Conrad pursued his education at Kennesaw State University in Georgia, earning both bachelor’s degree in business administration and a Bachelor of Science in accounting. He then went on to obtain the esteemed certified public accountant (CPA) designation, followed by the Certified Financial Planner™ (CFP®) designation.
Conrad's true passion lies in assisting individuals, families, and business owners in navigating their financial circumstances to unlock opportunities for wealth accumulation and tax reduction. Leveraging his profound understanding of tax, accounting, financial planning, and investment management, he offers comprehensive and personalized advice. Conrad's attention to detail helps him develop and actively manage custom portfolio solutions to achieve our clients’ specific goals.
Moreover, Conrad possesses exceptional listening and communication skills, enabling him to grasp his clients' unique needs and wealth aspirations. He tailors his recommendations accordingly, while tirelessly advocating for their financial interests.
Get to Know Conrad
Outside of his professional pursuits, Conrad cherishes quality time with his loved ones. He enjoys bonding with his family and friends and indulges in his passion for golf by participating in charity tournaments. Recently, Conrad and his wife joyfully welcomed a beautiful baby girl into their lives, and they delight in being the "fun" aunt and uncle to their two nieces and three nephews.