Levi Port

Early in my career, I discovered a passion for helping people make sense of complex financial decisions. At Crest Wealth Partners, I work with business owners, retirees, and mid-career professionals, bringing a tailored approach to financial and tax planning at every stage of life. I earned my bachelor’s degree in Personal Financial Planning from Utah Valley University and went on to become a CERTIFIED FINANCIAL PLANNER™ professional. My goal with every client is the same: bring clarity to their goals, help them compound good decisions over time, and guide them toward the impact they want to make in life.

Outside the office, you’ll usually find me outdoors. I’m an avid triathlete and cyclist, and I love backpacking, camping, and traveling whenever I get the chance. Most of all, nothing beats the time I get to spend with my family.