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® Owner/President

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® Vice President

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.