Terry Levenberg
Terry Levenberg brings a diverse financial background to his role as a Financial Advisor for Cornerstone Wealth Management. Growing up overseas, he views the financial markets and cycles with a global perspective. Terry earned his bachelor’s degree in Finance and began his career in banking during the financial crisis of 2008. He then acquired his CFP® and transitioned to investment advice and financial planning ten years ago as he looked to focus on wealth management.
For the past 16 years, Terry has gained skills and knowledge through large financial institutions acquiring experience in multiple facets of investing and financial planning. His passion for a client-first approach allows him to build customized portfolios around the risk temperament, long-term financial goals, and objectives of each client.
In his free time, Terry enjoys traveling and sharing new experiences with his wife and their two children. He always appreciates the opportunity to give back to his local Reno community as well.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
