Your Financial Planner & Coach

Todd Smith, CFP

Todd Smith, CFP

Founding Member and President

Hi, I am Todd Smith, CFP the founding member and President of Level 5 Financial. I am a Certified Financial PlannerTM and coach who works with business owners, families and retirees from all walks of life and has since 1997. I enjoy creating expert financial solutions for challenging financial problems and have been fortunate enough to have both solid Corporate experience in addition to working for small, closely held business and running my own firm. My expertise has been built on my experiences ranging from a Corporate trainer, large 401(k) administrator, and financial planner. This varied background not only enables me to relate to my young(ish) professionals and business owners – chances are I have been there or seen it! – but also provides broad problem solving capabilities when it comes to helping clients achieve the financial goals they hold most dear.

Community Involvement/Associations

  • XY Planning network, Member (2015-present)
  • Financial Planning Association of Southern Colorado, Member & Secretary (2014-present)
  • Unity Spiritual Center, Member (2009-present)
  • Second Wind Fund of Uncompahgre Plateau, Director (2009-2011)
  • Shared Vision Network, Director of Community Relations (2008,2009)
  • Financial Planning Association of Greater Phoenix, Director of Lifelong Learning (2008,2009)

Claim To Fame

As my high school ice hockey captain (actually was captain and MVP of three sports!) we were fortunate to tour Germany playing several teams and even beat the German Nation team 4-2!  No, I am not quite the athlete any more…

Interesting Fact

I was once a licensed boat pilot and engineer for one of the few mail boats in the U.S. We would deliver mail to docks in the morning and provide historical lunch and dinner tours across a lake in upstate New York. I still say this was one, if not THE, best jobs in my life. Perhaps that’s my own retirement?

Hidden Talent

I have been told I am a very good cook and, dear I say, a good dancer. I may not agree, but do enjoy growing clean, organic food and creating yummy meals!

Favorite Hobbies

I tend to be pretty busy “nerding out” as a business owner and entrepreneur (I love socially conscious and innovative entrepreneurs) and staying active. I love to travel, golf, hike and camp, read, and explore local art. I also still play ice hockey and watch sporting events when time permits.