Lev Mandel
Lev Mandel
Financial Advisor
1550 Parkside Dr. Suite 260
Walnut Creek, CA 94596
Ph 925-689-6103
lmandel@protectedinvestors.com
Lev Mandel found his natural enthusiasm for financial planning while teaching high school math. He built his curriculum so that when he got the popular question “But, Mr. Mandel, when are we going to use this in real life?” the answer could be a definitive, “All the time.”
Lev joined Protected Investors in 2016. His advisory practice focuses on sustainable investing and financial life planning. He especially appreciates working collaboratively with clients and is energized by creating a space for clients to find clarity around their financial lives. His office is in Walnut Creek, CA.
Lev, who received his B.A. from the University of Michigan and a Master’s degree from the London School of Economics has authored four peer-reviewed research articles. He holds the Accredited Investment Fiduciary (AIF) designation, along with FINRA Series 7 and 66 licenses, and a California Insurance License.
Lev’s most treasured roles are those of father and husband. He is 43 and lives in Pleasant Hill with my wife, Courtney and two sons, Ezra (6) and Ezekiel (3). He is a long-distance runner and enjoys beading jewelry. One day he’d like to be able to play the Charlie Brown Christmas Song (Linus and Lucy) on the piano.
Check the background of this investment professional on FINRA’s BrokerCheck.