At Stephen Leavitt Financial, we have the knowledge and experience to help you pursue your financial goals. Our meetings will be interactive and friendly, with the focus on you. We’re here to answer your questions and guide you toward your financial goals.
Stephen M. Leavitt, MS, CFP®
I have more than 30 years of experience in financial planning, with a particular interest in retirement planning. I first earned a BS in engineering from Northeastern University. But my passion for financial planning and my desire to help people compelled me to become a CERTIFIED FINANCIAL PLANNER™ practitioner in 1989. After another 4 years of intensive study, I earned a Master of Science with a concentration in retirement planning in 2000.
I’m as passionate as ever about my work. And I’m grateful for all my clients, including the large set of long-term clients for whom I’ve played a pivotal role in helping them achieve their financial dreams.
Away from work, I enjoy spending time with my wife, two sons, two dogs, and extended family and friends. I love reading and will happily swap book ideas with you. In addition, I follow the local sports teams here in Newburyport and in our Greater Boston region, and participate in outdoor activities — especially ocean sports.
I also support a number of charities, including the Make-A-Wish Foundation.
Margot Levin Loomis
I support day-to day operations, which includes conducting research and running reports, to help keep the office running smoothly. I earned a BS in Journalism with a focus on Economics from the University of Maryland.
When I’m not at work, I write publicity for a non-profit folk music venue, the New Moon Coffeehouse, and I spend one day a week volunteering for the local Habitat for Humanity affiliate. In my spare time, I enjoy reading, watching the Celtics, and going to live music or theatre. My guilty pleasure is dark chocolate which I satisfy by making truffles, feel free to ask me about them.