Here is our Coronado office.

Here is our Coronado office.

Partner's of the Year 2008Pictured are Martha and Ron Levacy with their Partnervest *Partner of the Year awards.

Martha Levacy

Since the Fall of 1981, Martha has been a pioneer in the Financial Services Industry. She launched her own estate planning practice in Coronado, CA in 1987, one of the first woman owned in the country. Later, she expanded the business to include fee based, full service portfolio management. She remained active with the community–as treasurer of Coronado Soroptimists and on the Board of Directors for Coronado Chamber of Commerce and Coronado Historical Society.

Martha enjoys helping clients identify and reach their financial goals. She feels a special responsibility in helping her lady clients navigate through sensitive transitions such as death and divorce.

Ron Levacy

Ronald E. Levacy started the very first bank platform investment program in the USA at San Diego Trust & Savings Bank in 1987. In 1994 he managed the bank platform investment program for the state of California at First Interstate Bank. He was born in the Territory of Hawaii, graduated with honors at CSULB and was a Kappa Sigma Outstanding Pledge.

Andrew Levacy

Andrew has always set high goals for himself. He reached them quite literally as a Varsity Water Polo player, earning most valuable offensive player in 1997. Shortly after he achieved the highest rank in Scouting: Eagle.  Andrew completed his goal to finish college early and graduated in three years with a degree from UC Davis, just one month after turning 21. He continues this discipline in his career by helping clients set and achieve their income goals. Andrew is happily married to Monica. They were wed in April of 2007 and celebrated the birth of their daughter on May 23, 2010.

Check the background of this firm on FINRA’s BrokerCheck.

*In 2008, The Levacy Group was awarded the “Partner of the Year” Award by Partnervest’s senior management.  They were selected from all Partnervest advisor representatives in recognition of their streamlined business operations, consciousness toward complying with industry and firm regulations, and genuine desire to serve their clients while being strong business partners.  The award was recognition-based only and did not carry any financial rewards for The Levacy Group. 

Investment advisory services offered through duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and The Levacy Group are unaffiliated entities.