Richard Schroeder, CFP®
Chief Investment Officer
Richard is Chief Investment Officer and a managing partner in the firm. He started his financial planning and investment management practice in 1994 and has helped hundreds of people achieve their financial goals. He helps clients define and work toward their life goals through financial planning and the implementation of sound, diversified investment portfolios.
Richard has written about personal finance and investing for newspapers and magazines in the United States and abroad. He began writing a personal finance column in 1984 for The Buffalo News and continues to publish “Level Financial Advisors’ Investment Update,” a quarterly investment newsletter. He is a graduate of the University of Binghamton, the University of Buffalo, and the College for Financial Planning. Richard has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1995.