Joshua Levine, a CERTIFIED FINANCIAL PLANNER™ and member of the Financial Planning Association, the National Association of Personal Financial Planners, and the Cleveland Metropolitan Bar Association.
I founded Firefly Wealth Management with the goal of creating the premier provider of financial advice and investment management, tailored specifically to attorneys and lawyers at every stage of their life.
When entrusting your future to a wealth advisor, you deserve a firm dedicated to making sure that as your needs and goals evolve, your investment and planning strategies also evolve. We commit to providing you with the financial guidance you need now and for years to come.
I look forward to working with you and helping you meet your financial goals.
Miles Pastroff
Wealth Management Intern
I am a junior at the University of Florida, pursuing a Bachelor of Science in Business Administration-Finance with minors in Accounting and Spanish, set to graduate in 2027. Passionate about the dynamic field of finance, I am eager to expand my knowledge and gain hands-on experience, particularly in wealth/asset management and equity research.
Through my roles as a Wealth Management Intern and the VP of Finance Curriculum for the UF Student Investment Club, I have deepened my passion for investing, strengthening my analytical skills and reinforcing my interest in markets and asset allocation. I am also excited about the transformative role AI will play in finance, particularly in asset management, and have completed the EY/Microsoft AI Skills Passport to better understand and leverage AI-driven innovations in the industry.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Firefly Wealth Management LLC is a registered investment adviser located in Cleveland, Ohio. Firefly Wealth Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Firefly Wealth Management LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Firefly Wealth Management LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Firefly Wealth Management LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Firefly Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Firefly Wealth Management LLC, please contact the state securities regulators for those states in which Firefly Wealth Management LLC maintains a registration filing. A copy of Firefly Wealth Management LLC ’s current written disclosure statement discussing Firefly Wealth Management LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Firefly Wealth Management LLC upon written request. Firefly Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Firefly Wealth Management LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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