Alyssa Bogardus, CFP®
Alyssa Bogardus is an Associate Advisor for Level Financial Advisors. She holds a bachelor of science in business administration, with a concentration in accounting and personal financial planning, from Edinboro University. She graduated summa cum laude in May of 2021 and joined the firm shortly thereafter.
She assists with client meetings, preparing financial plans, and researching strategies to help clients save money, reduce taxes, and improve their financial lives. She is a member of the firm’s financial planning and investment management committees and works on special projects for both the advisory and client services teams of the company.
Alyssa became a CERTIFIED FINANCIAL PLANNER™ professional in June of 2023. She is a member of the Financial Planning Association of Western New York.
She enjoys spending time with family and friends, doing puzzles, and exploring the outdoors.