Robert Levin, CFP, CEPA - Beverly Hills, CA - UBS

Tailored wealth advice

Professional guidance that helps inspire confidence

Dedicated to helping physicians

We have deep experience working with a wide range of successful doctors who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward.

Let us help ease your financial stress

Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress.

Looking to sell your practice?

Listen to Bob Levin discuss options that physicians have when looking to sell their practice.

Maximizing income as a doctor

Ascend Wealth Partners can share insights on how to maximize your income as a doctor by leveraging your time and assets.

Financial principles physicians must know

Are you a doctor that is just out of training and earning a good income, but unsure how to manage your finances and set up for your future? Watch Bob Levin discuss financial principles physicians must know.

Are you looking for a career change?

Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career.

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Ascend Wealth Partners

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team, Ascend Wealth Partners, offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Robert Levin, CFP, CEPA

Senior Vice President–Wealth Management

Dr. Bob Levin began his Wall Street career in 2001 and has experience as a physician, pharmaceuticals analyst, and business owner. He directs a wealth management advisory team that specializes in working with physicians and their healthcare (HC) businesses. It bothers him that doctors are seeing more patients in less time for less money and more hassle. Bob believes that doctors devoted to their patients and families deserve to have a trusted financial expert team devoted to them. His clients are busy professionals who rely on his team to serve as their primary resource in the financial world. Bob takes pride in showing them a disciplined strategy to achieve their financial goals and conducting that process with professionalism and integrity.

Bob is from Detroit and founded a service company, paying for college with it. He received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He then completed a residency in pediatrics at Children’s Hospital of Los Angeles in 1988 and worked as a pediatrician until 2000.

But he missed the excitement of business. He attended Johns Hopkins Business School and from 2001-2002 he worked as a drug analyst at JPMorgan in New York City. In 2003 he joined the Global Private Client Group at Merrill Lynch in Beverly Hills and in 2006 he earned the Certified Financial Planner (CFP®) certification. At Merrill Bob began his advisory practice working with physicians.

In 2016 Bob’s team moved to UBS in Beverly Hills and in 2020 he obtained the Certified Exit Planning Advisor® (CEPA®) certification. In 2022 Bob formed Ascend Wealth Partners with Aric Zamel. Professionally Bob serves as a financial consultant to the physician membership of the Foundation of the American Academy of Ophthalmology at its annual meeting and has given estate planning seminars to other HC organizations.

Away from work Bob studies Talmudic law and likes sports, music, and travel. He especially enjoys any water–related destination with his family.

Registered States:

• AK
• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WY

Robert Levin, CFP, CEPA

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Robert Levin, CFP, CEPA

Education

• B.S., cellular and molecular biology with high honors, University of Michigan
• M.D. , University of Michigan
• Completed Residency in Pediatrics and achieved Board Certification, Childrens Hospital Los Angeles

Credentials

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER
• Series 7, 63 & 65 securities licenses
• Life and health insurance licenses
• Senior Portfolio Manager

Robert Levin, CFP, CEPA

131 South Rodeo DriveSuite 300Beverly Hills, CA 90212

• (310) 281-4646

Email Me

Lets connect

[email protected] Robert Levin, CFP, CEPA 131 South Rodeo Drive,Beverly Hills,CA,90212

Robert Levin, CFP, CEPA

Senior Vice President–Wealth Management

About

Dr. Bob Levin began his Wall Street career in 2001 and has experience as a physician, pharmaceuticals analyst, and business owner. He directs a wealth management advisory team that specializes in working with physicians and their healthcare (HC) businesses. It bothers him that doctors are seeing more patients in less time for less money and more hassle. Bob believes that doctors devoted to their patients and families deserve to have a trusted financial expert team devoted to them. His clients are busy professionals who rely on his team to serve as their primary resource in the financial world. Bob takes pride in showing them a disciplined strategy to achieve their financial goals and conducting that process with professionalism and integrity.

Bob is from Detroit and founded a service company, paying for college with it. He received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He then completed a residency in pediatrics at Children’s Hospital of Los Angeles in 1988 and worked as a pediatrician until 2000.

But he missed the excitement of business. He attended Johns Hopkins Business School and from 2001-2002 he worked as a drug analyst at JPMorgan in New York City. In 2003 he joined the Global Private Client Group at Merrill Lynch in Beverly Hills and in 2006 he earned the Certified Financial Planner (CFP®) certification. At Merrill Bob began his advisory practice working with physicians.

In 2016 Bob’s team moved to UBS in Beverly Hills and in 2020 he obtained the Certified Exit Planning Advisor® (CEPA®) certification. In 2022 Bob formed Ascend Wealth Partners with Aric Zamel. Professionally Bob serves as a financial consultant to the physician membership of the Foundation of the American Academy of Ophthalmology at its annual meeting and has given estate planning seminars to other HC organizations.

Away from work Bob studies Talmudic law and likes sports, music, and travel. He especially enjoys any water–related destination with his family.

Registered States:

• AK
• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WY

Recognition

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Education

Education

• B.S., cellular and molecular biology with high honors, University of Michigan
• M.D. , University of Michigan
• Completed Residency in Pediatrics and achieved Board Certification, Childrens Hospital Los Angeles

Credentials

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER
• Series 7, 63 & 65 securities licenses
• Life and health insurance licenses
• Senior Portfolio Manager

Contact 131 South Rodeo DriveSuite 300Beverly Hills, CA 90212

• (310) 281-4646

Email Me

Lets connect

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Dividing wealth across generations

Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

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Comprehensive planning for significant wealth

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.

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Retirement plan services

We focus on a collaborative approach that looks at all of the moving parts of your company retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assetsAs of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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