Terry Levenberg, CFP®, CRPC®
Senior Wealth Advisor
“I am proud to earn my clients’ trust acting as a guide on the path to financial wellness. Given the pace of information and change we all experience, I strive to cut through the noise and provide appropriate and timely advice. Seeing my clients confidently achieving their vision of success is why I love working at Enso.”
Terry Levenberg brings a diverse financial background to his role as a Wealth Advisor. Growing up overseas, he views the financial markets and cycles with a global perspective. With a Bachelor’s Degree in Finance, Terry’s career began in banking. He transitioned to investment advice and financial planning as he looked to focus on wealth management. He acquired his CFP® designation to ground his advice in data-driven outcomes for the individuals and families he advises.
Terry spent the twelve years before Enso at large financial institutions, acquiring experience and expertise in equities, fixed income, alternative investments, exchange traded funds, mutual funds, lending, insurance and more. His passion for a client-first approach led him to seek out an entrepreneurial firm that allows him a conflict-free approach to building customized portfolios around the risk temperament and objectives of each client.
Terry utilizes a collaborative approach with his clients to manage their wealth and executes agreed-upon strategies to help ensure they achieve their financial goals with security and prosperity. A committed fiduciary, he adheres to a consultative process, seeking to understand the objectives of his clients and their families, and develops a personalized wealth management plan that supports their goals with customized asset allocations. His clients can expect individualized, strategic planning, through steady commitment to objectivity with high-touch personal service.
In his free time, Terry loves to travel and share new experiences with his wife and their two children. He serves on the board of his synagogue and enjoys giving back to his local Reno community.