Levi Edgecombe and Don Coplin formed Edgecombe & Coplin Wealth Strategies, LLC in December 2000, so they could combine their strengths to better serve clients. Levi earned his Certified Financial Planner (CFP®) designation and has also received his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College. He’s concentrated his professional development in the arenas of financial estate, business, and retirement planning for both individuals and closely held companies.
Levi B. Edgecombe began his career in 1971 with Equitable of Iowa following two years as a youth director at First Presbyterian Church in Tacoma, Washington. He has been involved in the financial services industry since that time as a financial representative at Commonwealth Financial Network, Lincoln Financial Advisors, Massachusetts Mutual, and Northwestern Mutual.
Levi and Don were featured in Proactive Advisor Magazine as the cover story “Teamwork Multiplies Success” (March 17, 2016) and “The Power of Co-Op Radio Advertising” (April 14, 2016). He conducts monthly seminars on financial topics and is an occasional guest on the USA Financial Radio Show on Saturdays from 9-10 a.m., KLAY AM 1180 Talk Radio.
Levi is a graduate of Wheaton College with a B.A. in Literature. He is the past president of the Tacoma SW chapter of the Society of Financial Service Professionals and is a member of the Tacoma Estate Planning Council. He has been the featured speaker several times for the Tacoma and Olympia Estate Planning Councils and been a LUTCF instructor for Advanced Estate Planning. In 2008, Levi was a featured speaker at the Commonwealth Financial Network National Wealth Symposium.
Levi and his wife, Denise, married in 1981 and have resided in Puyallup, Washington, since 1982. Their daughter, Whitney, has completed her master’s degree at Loyola University. She and her husband, Dan, live near Chicago, Illinois. Their son, Jesse, graduated from the University of Washington. Levi has been involved with Young Life and has been an elder at Crossroads Covenant, his church for over 25 years.