“One thing that surprised me was how much psychology plays a role today in financial planning and the movement of financial markets. My degree in psychology helped me to better understand the markets and prevent me from making the emotional mistakes that hurt many people”.
TEXAS (PRWEB) March 08, 2019
In 2007, former Penn State standout, Levi Brown, was selected by the Arizona Cardinals as the fifth overall pick in the NFL draft. Levi signed a 6 year, 62 million contract, which at the time, was considered the most lucrative contract for an offensive lineman in NFL history. All along he realized that, while this was life-changing money, for many the frightening statistic is that the acronym NFL stands for (Not For Long). ESPN has reported that by the time players have been retired for two years, 78% have either gone bankrupt or are under financial stress. Not only are athletes the subject of such a gruesome statistic, but headlines are also filled with entertainers, entrepreneurs, lottery winners and other recipients of sudden wealth who have seen their fortunes disappear due to bad decisions and even worse financial advice. As an NFL player, Levi remained grounded; he partnered with a financial advisor and continued his education at Penn State University. After a 7-year NFL career he was able to build a debt free lifestyle for his family, complete his third college degree from Penn State, and created a “work optional” lifestyle by the age of 29.
After three years of being semi-retired lifestyle, while raising his four children with wife, Lynnette, in Austin, TX, Levi’s desire to blaze a trail in a new career led him towards the financial services industry. As a 10-year client of Surevest CEO, Robert Luna, the experience in working closely with Luna on his own investments fostered a passion for financial markets and planning. Today, Levi looks to use his own experience and education to help others with similar financial situations to secure their own desired lifestyle.
“One thing that surprised me was how much psychology plays a role today in financial planning and the movement of financial markets. My degree in psychology helped me to better understand the markets and prevent me from making the emotional mistakes that hurt many people”. Today Levi is at it again, pursuing a certificate in Financial Psychology & Behavioral Finance at Creighton University. Once completed, he will be working towards his fourth college degree, an MBA in Behavioral Finance at Creighton. As a Financial Coach and Behavioral Finance Specialist at Surevest, he will lead a team of Certified Financial Planners and Chartered Financial Analysts to create personal financial roadmaps for clients experiencing new wealth by using traditional financial metrics along with his specialization in behavioral finance.
From Surevest CEO Luna: “There is no substitute for having walked in the shoes of another human being. While I was able to help create a financial path for Levi and his family, it was Levi and his wife, Lynnette, who made sure that they never veered away from the plan. Having made disciplined choices, they placed their family in a very enviable financial position. We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances. Anyone with the opportunity to work with Levi on their own financial future is extremely fortunate. I have never met a person more goal driven than Levi. For people serious about achieving and maintaining their desired lifestyle, I couldn’t think of a better financial coach to have on your team. I feel privileged that he has chosen our firm to start his next career.”
About Surevest Wealth Management:
Established in 2002, Surevest Wealth Management is a SEC registered investment adviser with a corporate office in Phoenix, AZ, its Investment Committee Office in located in Long Beach, CA, and the firm has planners located in San Diego, CA, Las Vegas, NV, Austin TX, and the Washington, D.C. area. Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
Visit http://www.svwealth.com for more information.