Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem

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Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation
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https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem

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