Gregory E Levin & Associates is a highly successful accounting firm based in Santa Barbara, CA, specializing in finance management and special projects for organizations of all sizes. With a proven track record of delivering results and improving processes, their services encompass pension plan management, investments, compliance, tax planning, and financial attestation engagements.
Under the leadership of CEO Gregory Eric Levin, the firm has achieved notable successes, including improving investment performance and plan compliance for the Santa Barbara County Employees' Retirement System, making it the second highest returning California county pension plan. With extensive experience in tax planning, investment stewardship, and estate planning, Gregory E. Levin also excels in working with foundations and non-profits, managing large endowment portfolios, and structuring philanthropic gifts to maximize tax advantages.
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