Rohe Levy
President of Rohe Levy Financial and Insurance Services
P 619-358-9827
F 619-764-5434
With 25 years of experience, Rohe began his career at Tax and Financial Group, where he was first introduced to high net worth markets. Three years later Rohe founded Rohe Levy Financial and Insurance Services, Inc. in June of 2003 with the intention to design and implement
financial strategies specifically for high net worth individuals.
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In the years that followed Rohe transformed Rohe Levy Financial and Insurance Services, Inc. into a third party design and administration firm for premium finance and private placement life insurance cases. Currently the loan portfolio stands at over $1.4B and continues to grow. Rohe is a member of Finseca, a founding member of Lion Street, a member of First Financial Resources, and a M firm.
A native of San Francisco, California, Rohe holds his BA and MBA from the University of San Diego in California. He currently resides in San Diego.