About Us

Who we are

Investment Planning Associates, Inc. (IPA) is a registered investment advisor under the jurisdiction of the U.S Securities and Exchange Commission. IPA was founded in January 1990 for the purpose of providing sensible, low-cost financial planning and investment management services to individuals and small businesses. IPA uses high quality, no-load bond and stock mutual funds as its primary investment vehicle. IPA’s objective is to deliver reasonable rates of return given each client’s risk/return objectives and prevailing market conditions. Client references are available upon request.

Jay P. Levin, CFP® 

Mr. Levin has 25 years of experience in the investment advisory business.  Before founding IPA in January 1990, Mr. Levin worked in New York for five years with Donaldson, Lufkin & Jenrette and Cowen & Co. advising institutional investors.  Mr. Levin’s academic credentials include an M.B.A. in finance and investments from the University of Texas at Austin, a B.S. in Economics from Towson State University and is a CERTIFIED FINANCIAL PLANNER™ professional.  He is a member of NAPFA (National Association of Personal Financial Advisors) and the FPA (Financial Planning Association).  Mr. Levin has also been a frequent public speaker on his areas of expertise.

 

Jason Dall’Acqua, CFP®

Mr. Dall’Acqua joined IPA in August of 2012. His academic credentials include a B.S. in Economics from the University of Maryland in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the FPA (Financial Planning Association). Additionally, he has received certification in leadership from the National Outdoor Leadership School.