Amherst, NY: Level Financial Advisors has hired Alyssa Bogardus as a Financial Planning Associate at the fee-only investment management and financial planning firm.
She will assist in client meetings, preparing financial plans and researching strategies to help clients save money, reduce taxes, and improve their financial lives. She will also contribute to the firm’s financial planning and investment committees and work on special projects while preparing for CFP® certification in the near future.
Ms. Bogardus received a bachelor of science degree in business administration from Edinboro University, graduating summa cum laude in May. Her studies included a concentration in accounting and personal financial planning.
Ms. Bogardus is a native of Girard, Pennsylvania and currently resides in Amherst, NY.
Level manages $548 million in assets for 617 households and is based in Amherst. The firm has been in business since 1979 and recently opened an additional office in Hamburg, NY.