Levi Van Dam, CFP® is a Financial Advisor with Generational Wealth Management. He holds the Series 65 security industry license.
As a Certified Financial Planner® professional, Levi adheres to a fiduciary standard, always acting in his clients’ best interests. He graduated from Calvin University with a bachelor’s degree in Financial Planning.
Levi’s areas of experience include comprehensive wealth management, retirement income planning, and corporate retirement plans. His breadth of knowledge encompasses financial planning and insurance.
Levi believes financial planning should bring clarity and confidence—not complexity. He takes pride in listening carefully to his clients’ goals and developing personalized plans tailored to their unique needs and values. He is committed to building lasting relationships and guiding clients through every stage of life.
Levi and his wife, Reegan, live in Dorr, MI. They attend Peace Church. In his free time, Levi enjoys golfing, fishing, playing basketball, and spending time with family and friends.