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Financial Planning

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In 2020, the number of Black and Latino certified financial planners in the U.S. grew 12.6% from the previous year — certainly good news. The more sobering statistic from the CFP Board is that there are still only 1,493 Black CFPs today, and they make up less than 2% of all CFP professionals.

Level Financial Advisors, a fee-only financial planning and investment firm based in Amherst, has opened a new satellite office in Hamburg. The new office, located at 4535 Southwestern Blvd., is designed to initially provide a place for existing and new clients to meet with the firm’s advisers as appointments are scheduled. A senior adviser also will use the space

Level Financial Advisors, an Amherst financial planning firm, has acquired a smaller wealth manager in Williamsville. Level did not say how much it paid to buy Angelucci Wealth Management, which was founded in 2007 by Michael Angelucci, who joined Level and will retain his clients. The smaller company offered financial planning and fee-only investment management services to 120 clients,

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