Eric Levitt

Eric Levitt began his financial services career with Northwestern Mutual in NJ after having sold his school construction business that he was involved with for 20 plus years. He worked with business owners and pre-retirees to help plan their retirement and use tax efficient methods to help them plan and grow their business.

Eric and his family moved to Fort Myers  to better the lives of his three daughters as they made their way throught High School and College. He started transitioning his practice to retirees using Safe Money Strategies to avoid market risk.

Eric  graduated from the University of Bridgeport  with a Bachelor’s Degree in Marketing and Finance.. He holds the FL 2-15 (life, health and annuities).

Eric is an avid golfer and along with his wife tries to take advantage of being an empty nester and travel as much as possible.


  • Life & Health Licensed
  • Annuity Licensed
  • Long Term Care Licensed


  • Retirement Planning
  • Estate Planning
  • Tax Strategies
  • Annuities
  • Life Insurance
  • Long Term Care

Eric Levitt

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