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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

  • Member at Level Up Financial Planning, LLC
    C. B. O.
    Member
    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
Location
Last Update
  • Member at Level Up Financial Planning, LLC
    C. B. O.
    Member
    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 and operates in the Financial Services industry. Explore Level Up Financial Planning, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconLevel Up Financial Planning, LLC has approximately 3 employees as of August 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 August 2026, Level Up Financial Planning, LLC's key employees include:

  • Member: C. B. O.

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