At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.
Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.
Avi Levine
Avi began his career as a financial advisor with Prudential in 2016, following in his father Glenn's footsteps. He focuses on comprehensive financial planning for clients, whether they are just starting out, already retired, or somewhere in between. Avi grew up in the Boston area, then graduated from the University of Delaware, and moved to New York City for several years. He now lives in Fairfield, CT, with his wife Arielle and their two daughters, Zoe and Ellie. In his spare time, Avi enjoys spending time with family, playing golf, and participating in community theatre.
Glenn Levine
CLU, ChFC, CFP
Glenn joined Prudential in 1980 after graduating from Brandeis University and is the senior member of our Team. He is a Certified Financial Planner®, and he provides comprehensive financial planning. His decades of experience planning for businesses and his knowledge of employee benefits and insurance provide an added dimension to our team. Glenn is a qualifying member of MDRT's Court of the Table and has earned lifetime membership to MDRT. He is a past president and board member of Temple Aliyah in Needham, MA. Glenn enjoys playing golf, and he and his wife Alisa love family time with their children and grandchildren.
Jordan Cohne
RICP
Jordan has been a Financial Advisor with Prudential since 2004, right after graduating from the University of Massachusetts at Amherst. He began his career working alongside his father Marty, who was also an advisor with Prudential for 45 years before retiring in 2018. Marty inspired Jordan to become an advisor, by showing him the importance of helping clients make prudent financial decisions and instilled in him many of the values he incorporates into his practice today. Jordan's consultative approach provides his clients with education and guidance. Jordan is a qualifying member of MDRT's Top of the Table, as well as being a member of Prudential's Chairman's Council. His spare time is spent with his wife and two daughters, traveling, and exercising.
Sophia Pasquariello
Sophia graduated from Roger Williams University with a bachelor's degree in Management & Finance. During her time in college, she was a part-time tour guide and was also an assistant to a financial advisor for two years. From these experiences, she realized her passion for relationship building and supporting others in making important decisions, which led her to begin her career as a financial advisor. Sophia prides herself in being honest and transparent with clients. She also takes pride in being an example that women can excel in this role. When not working, Sophia enjoys staying active, traveling, and spending time with friends and family.
General Information |
Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers |
Disclosures |
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 8:30 AM - 5:00 PM |
Tue. | 8:30 AM - 5:30 PM |
Wed. | 8:30 AM - 6:00 PM |
Thu. | 8:30 AM - 5:00 PM |
Fri. | 8:30 AM - 4:30 PM |
![]() |