PRESS RELEASE
East Amherst, NY: Level Financial Advisors, an East Amherst-based fee-only financial planning and investment management firm, announced today that one of its advisors has been named to the board of directors for the National Association of Personal Financial Advisors (NAPFA). Evan Loomis, CFP®, who heads the firm’s recently acquired California operations, was elected to a three-year term.
Loomis, who joined the firm in March, after merging Loomis Financial Consulting with Level, brings more than a decade of experience in financial planning and a strong dedication to the fiduciary standard for advisors. Prior to his election, he held numerous volunteer leadership roles with NAPFA, including service on the West Region Board.
“I am deeply honored for the opportunity to serve the NAPFA community, and the incredible group of advisors that are committed to elevating the fiduciary standard at such an important time in our profession,” Loomis said.
As a CERTIFIED FINANCIAL PLANNING® professional, Loomis holds a Master of Science in Financial Planning from Golden Gate University and serves as an adjunct professor in the financial planning program at California Baptist University, where he mentors future professionals. Outside of his advisory duties, he is active in nonprofit work with The Phil Simon Clinic Tanzania Project and brings a team-first perspective shaped by his background as an NCAA soccer player and nationally licensed coach with the US Soccer Federation.
“We are truly excited about Evan’s election to this national position. It reaffirms our company’s strong commitment to the fee-only standard and our adherence to an all-CFP® team of advisors,” noted Level’s Chief Operating Officer Michael Heburn.
Level employs eight CFP® professionals, widely considered the most rigorous standard in the industry.
Since 1983, NAPFA has provided fee-only financial advisors across the country with some of the highest standards possible for professional competency, comprehensive financial planning, and fee-only compensation. With more than 4,500 members across the country, NAPFA is the leading professional association in the United States dedicated to the advancement of fee-only financial planning. The association can be found at www.napfa.org.
Level is a fee-only financial advisory firm headquartered near Buffalo, NY, with offices in East Amherst, NY, Hamburg, NY and Glendora, CA. The company has 680 clients across the United States. Locally owned and founded in 1979, the company manages $800 million in assets.
