Cristina Levin

Meet Cristina.

Cristina Levin helps families organize their finances around retirement, generational wealth and major transitions. Her New York practice also includes professional athletes and clients with concentrated stock. She brings experience from J.P. Morgan Private Bank and Taurus Asset Management, with an emphasis on detailed planning and collaboration.

Before your first conversation.

Areas of focus

Retirement planning · Professional athletes · Multigenerational planning · Concentrated stock

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CFP®

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Fees & compensation

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2026-09-16 · Published in the linked professional biography.

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Photo matched to official biography · 2026-09-16

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Mercer Advisors coordinates financial planning, investment management, tax, estate, insurance and trust services through an integrated advisory team across a national office network.

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