Plenaris Advisory

Eva Levine, JD, CFP, RIA

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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Service Area

Proudly serving the San Jose and San Francisco Bay Area.

Contact Us

Eva Levine, JD, CFP, RIA
Plenaris Advisory

Phone: (408) 293-1888

950 S, Bascom Avenue, Suite 1113
San Jose, CA 95128