ABOUT US
David Levinson, CPA, CFP®, MBA
David Levinson earned his undergraduate (accounting) and graduate (economics) degrees from New York University. Prior to starting his own CPA practice in 1991, he held various senior financial management positions including Group Controller at Koret of California, Director of Business Development for Levi Strauss (Europe) and CFO for GT Capital Management, Inc. an investment management company.
Mr. Levinson's business is based in Sausalito, CA. He works with growing entrepreneurial companies assisting in their cash flow and other financial management and tax related issues.
Mr. Levinson has one staff assistant, Ms. Tatyana Dunavetsky, who is a émigré from the former Soviet Union (Ukraine). She has been with the company since 1993.
Securities and advisory services offered through The Strategic Financial Alliance, Inc (SFA), California Ins. Lic. # 0C76004. David Levinson is a registered representative and investment advisor representative of SFA which is unaffiliated with David Levinson CPA & Associates.