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Robert Decker

rdecker@levelFA.com

Robert Decker is a Financial Planning Associate for Level Financial Advisors. He holds a bachelor of science from the University at Buffalo with a concentration in finance. Robert graduated in 2017 and joined the firm in 2019.

Currently he is preparing for the CFP® examination. Robert actively participates in client meetings, and supports advisors through portfolio re-balancing, and assisting in the preparation of comprehensive financial plans. Robert has a passion to see clients succeed by optimizing their portfolio through tax optimization and investment management. 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.

Robert is a member of the Financial Planning Association of Western New York and volunteers with Northgate Christian Church to help with their finances. He lives with his wife in West Seneca, NY.
When he is not at work he has a passion to explore the outdoors that was originally fostered by his Eagle Scout journey.