PRESS RELEASE
East Amherst, NY — Level Financial Advisors is pleased to announce the promotion of Alyssa Bogardus, CFP® from Associate Advisor to Financial Advisor.
In her new role, Alyssa will continue to serve clients as her primary responsibility and transition from her current support role for other advisors at the firm.
Since joining the firm, Alyssa has demonstrated a strong commitment to delivering thoughtful, client-centered financial planning and advice. In her new position, she will continue to deepen client relationships while taking on expanded responsibilities in developing and implementing comprehensive financial strategies.
“Alyssa’s promotion reflects both her technical expertise and her dedication to helping clients make confident financial decisions,” said Michael Heburn, the firms Chief Operating Officer. “She embodies the collaborative and client-first approach that defines our firm.”
Alyssa earned her CERTIFIED FINANCIAL PLANNER™ designation in 2023 and joined the firm in 2021, contributing to financial plan development, investment analysis, and ongoing client service. Her promotion recognizes her continued growth and the value she brings to both clients and colleagues.
Level Financial Advisors manages $900 million in assets for over 700 clients throughout the Western New York community and nationally. The firm has offices in East Amherst, NY, Hamburg, NY and Glendora, CA. A new location is slated to open in May in Orchard Park, NY.
