Conrad Levesque, CPA, is a licensed Financial Advisor, holding multiple insurance and securities licenses. In addition to his position as Financial Advisor with Active Financial Group (AFG), Conrad is also the President of Levesque & Associates, a tax and accounting firm located in Marietta, GA.
Conrad’s financial career began in high school when he worked in tax preparation. He quickly discovered a passion for accounting, finance, and client relationships. He attended Kennesaw State University, graduating in 2007 with a Bachelor’s in Business Administration. He went on to earn an additional degree, a Bachelor’s of Science in Accounting, before receiving his CPA designation. In addition to tax and accounting, Conrad’s professional background includes real estate development, business consulting, and financial auditing for the State of Georgia.
Conrad drew on his many years of professional experience to expand his services to include consulting and financial planning, focusing primarily on individuals and small to medium-sized businesses. He believes in the value of a comprehensive financial plan, methodically evaluating each client’s life goals, risk tolerance, investment goals, retirement objectives, and estate needs. He leverages his extensive understanding of tax law and application to not only help clients reach goals but mitigate any tax impact. Though Conrad enjoys helping any client that he can, his financial and tax practices specialize in:
- Closely-held business owners and investors
- Dynastic families
- Business succession planning
In his free time, Conrad enjoys spending time with his family, friends, and 7-year-old rescue dog, Mary Jane. He is the third of four siblings and is enjoying being an uncle. He is also an avid sportsman and attempts to play golf as much as possible. Conrad loves giving back and has proudly served on the board for Rock for a Reason, benefiting children’s cancer research, as well as participating in local charity events, fundraisers, and golf tournaments.