Plenaris Advisory, with Eva L. Levine as Principal, offers comprehensive financial planning services to individuals, families and businesses that include estate planning, as well as retirement, long term care, investment, healthcare, and college planning.
Our mission is to provide an integrated and holistic approach to financial planning that helps our clients create, manage and preserve their wealth. We work closely with our clients in a collaborative manner to ensure that their best interests are served.
Please contact us at 408-293-1888.
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Proudly serving the San Jose and San Francisco Bay Area.
Eva Levine, JD, CFP, RIA
Phone: (408) 293-1888
950 S, Bascom Avenue, Suite 1113
San Jose, CA 95128
About the NCPC
The National Care Planning Council and its affiliated
members are dedicated to helping families recognize the need for long term care planning and to helping
implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need)
long term care are at the heart of our services.