James Smith is a Financial Planning Associate for Level Financial Advisors. He holds a bachelor of arts in both finance and management information systems from Utah State University, where he graduated in 2020. James joined the firm in June.
He assists with client meetings, preparing financial plans, and researching strategies to help clients save money, reduce taxes, and improve their financial lives. He is a member of the firm’s financial planning and investment management committees and works on special projects for both the advisory and operations teams of the company.
James is a member of the Financial Planning Association of Western New York and also serves in The Church of Jesus Christ Latter-Day Saints. He lives with his Wife Jessica in Wheatfield, NY.
He enjoys traveling internationally with his wife and learning about new cultures. He also enjoys watching professional and collegiate sports and participating in outdoor activities. James is passionate about helping clients reach their life goals.