- Certified Financial Planner (CFP)
- Retirement Planning
4thGen Wealth Management serves the Lodi area. Taking a holistic approach to financial planning, its team focuses on helping investors, business owners, high-net-worth families, and farmers build, manage, preserve, and transition their wealth. It performs comprehensive analyses of clients’ financial situations and advises them in the areas of investment management, retirement income planning, tax reduction strategies, and wealth transfer. The firm’s executive member, Kenneth F. Levy, has been in the financial advisory services industry since 1984.