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Stephen Levin, Senior Planning Consultant | Licensed Insurance Agent

Stephen Levin

Senior Planning Consultant | Licensed Insurance Agent

Stephen brings a background in risk management to his role at RJP, where he helps Tucson-area families protect what they've worked so hard to build. Before transitioning into estate and insurance planning, he spent years in risk-management leadership, learning how to spot vulnerabilities and build strategies that hold up when it matters most.

That experience shaped the way he works with clients today. Stephen takes a thorough, organized approach to every plan, whether it involves estate-transfer design, insurance-based income strategies, or long-term asset protection. He believes every family deserves a clear, personalized roadmap, not a one-size-fits-all solution, and he takes the time to make sure his clients understand every step of the process.

Credentials:Licensed Insurance Agent

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RJP Estate Planning

Protecting Arizona families through comprehensive estate planning since 1995.

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Scottsdale Office

4110 N. Scottsdale Road Suite 170

Scottsdale, AZ 85251

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5151 E. Broadway Blvd Suite 750

Tucson, AZ 85711

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(480) 346-3570care@rjpaz.com

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The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns.

RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.

RJP-AZ, LLC (RJP Estate Planning) is licensed to offer insurance products and receive commissions for those products. Its representatives who discuss these products with you hold individual licenses.

Securities are offered through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services are offered through CoreCap Advisors, LLC, a registered investment advisor. RJP Estate Planning and RJP-AZ, LLC are separate and unaffiliated entities and are not affiliated with CoreCap Investments or CoreCap Advisors. Representatives that offer these services hold the required licenses.

Some products or services are provided by trusted companies/service providers. These companies/providers are separate and unaffiliated entities from RJP-AZ, LLC.