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Level Up Financial Planning, LLC Employee Directory

Financial ServicesColorado, United States2-10 Employees

Level Up Financial Planning, LLC is a financial planning practice based in Fort Collins, Colorado. It focuses on serving young professionals and growing families, helping them navigate financial decisions that affect both daily life and long-term outcomes. The firm emphasizes education and informed decision making as a way to improve clients' financial well-being.
It positions itself within the financial services industry as a fiduciary adviser, guided by professional affiliations that require acting in clients' best interests. Through NAPFA, it operates on fee-only pricing with transparent costs and no commissions; the CFP designation signals competence across multiple planning disciplines; and the XY Planning Network provides access to a nationwide advisor community to support staying current on best practices.

Find Level Up Financial Planning, LLC employees' phone numbers or email addresses

Level Up Financial Planning, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Level Up Financial Planning, LLC's Leadership

  • Stylized image of a person
    C. B. O.
    Member
    Phone icon
    Mobile Phone

Level Up Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Level Up Financial Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B. O.
    Member
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Level Up Financial Planning, LLC known for?

Minus sign iconPlus sign iconLevel Up Financial Planning, LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in Fort Collins, Colorado 80525 United States. Explore Level Up Financial Planning, LLC's company overview page for more information.

What is Level Up Financial Planning, LLC's most common email format?

Minus sign iconPlus sign iconLevel Up Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Level Up Financial Planning, LLC email formats with LeadIQ.

How many employees does Level Up Financial Planning, LLC have currently?

Minus sign iconPlus sign iconLevel Up Financial Planning, LLC has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Level Up Financial Planning, LLC's key employees and leadership?

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As of May 2026, Level Up Financial Planning, LLC's key employees include:

  • Member: C. B. O.

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