Your Wealth Management Team

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)

Interesting Fact

Favorite Hobbies