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Meet Reie

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Reie Levi

CFP®, ChFC®, CLF®, FSCP®, CLTC®

Founder & Lead Adviser

Reie approaches financial planning with a perspective shaped by experience across finance, entrepreneurship, and real-world business operations. A Brooklyn native and New York University graduate, he initially pursued a medical career before transitioning into financial services, with roles at leading institutions including JPMorgan Chase and HSBC.

Before focusing fully on financial planning, Reie founded and operated a logistics company servicing clients like Coca Cola and Kedem, while also fulfilling a federal government contract with the United States Postal Service for over five years. That hands-on experience gave him a deep understanding of business operations, cash flow management, and the real-world challenges faced by professionals and business owners.

In 2017, Reie returned to financial services with a clear purpose: to provide his clients with advice that is personal, thoughtfully structured, and fully integrated. He went on to build one of the fastest-growing advisory practices in his office and was selected to help build and expand a national mentoring program supporting over 12,000 advisers. That experience provided exposure to a wide range of planning strategies and further refined his perspective on what truly creates value for clients.

Reie founded Fidara Financial to bring that same philosophy to a broader audience - delivering financial guidance that is thoughtful, coordinated, and built entirely around each client’s life and goals. At Fidara, every decision is considered in context, ensuring clients have clarity, confidence, and a clear path forward.

Education & Professional Designations

New York University
  • B.A. in Economics, 2010

Professional Designations
  • CERTIFIED FINANCIAL PLANNER® Professional (Learn More)

  • Chartered Financial Consultant® (ChFC®) – The American College

  • Chartered Leadership Fellow® (CLF®) – The American College

  • Financial Services Certified Professional® (FSCP®) – The American College

  • Certification in Long-Term Care (CLTC®)

Licenses
  • FINRA Series 7, 66, and 24


Area of Expertise

General Planning

Net Worth Analysis, Cash Flow Analysis, Retirement Planning, Investment Planning, Tax Planning, Education Planning, Goal Planning, Debt Management

Risk Management Planning

Life Insurance, Disability Insurance, Long-Term Care Insurance, Asset Protection Planning

Advanced Planning

Estate Planning, Business Planning, Business Succession & Exit Planning, Executive Compensation Planning, Charitable Planning


Personal Life

Reie and his wife, Danielle, live in Brooklyn, NY with their two sons, Gabriel and Amiel. An active husband and dedicated father, Reie enjoys taking his kids on adventures - from soccer in the park to exploring museums, local restaurants, and new experiences together. He’s a passionate New York Jets fan, loves snowboarding, and has been playing in local softball leagues for over a decade. Committed to his community, Reie has served as an auxiliary police officer, remains active in his temple, and is a member of the New York City chapter of the National Association of Estate Planners & Councils (NAEPC), bringing the same thoughtfulness and care to his civic and professional life.


Our Goal Is To Help You Achieve Yours

Feeling confident about your finances starts with choosing the right partner.

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Office: (718) 307-3442
RLevi@FidaraFinancial.com

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Our Location

1601 Kings Highway, 2nd Floor
Brooklyn, NY 11229

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Disclosure

Reie Levi is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4047428), CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reie Levi is licensed and authorized to offer insurance in California, but Fidara Financial may not be. For additional information on California licensure status, please click here.

Reie Levi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1601 Kings Highway Fl 2, Brooklyn, NY, 11229, 718-307-3442. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Reie Levi is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4040107), CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

Robert Ostberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Fidara Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Fidara Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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