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David Levi

Senior Managing Director, CPA, PFS

Phone: 612-376-1208
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University of Iowa, Iowa City, Iowa, Bachelor of Business Administration, Accounting - 1982


Professional Designations

American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist Designation

Business Experience

Levi has more than 30 years of experience in tax, personal, and business planning.

Professional Memberships

American Institute of Certified Public Accountants

American Institute of Certified Public Accountants - Personal Financial Planning Division

Minnesota Society of Certified Public Accountants


Associated Offices

Minneapolis - CBIZ MHM, LLC - Minneapolis 222 S 9th Street
Suite 1000
MinneapolisMN  55402
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