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A Goal Without A Plan Is Just A Wish

...Antoine de Saint-Exupery

Your Next Level

...the best life with the money you have

Results vs. Performance

...your "Life" at the center of the money conversation

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  3. Our Team

Our Team

Next Level Advisors is an independent Financial Planning and Wealth Management firm committed to providing customized financial advice due to the complexity and uniqueness of each person’s situation.

Our focus is on Organizing, Analyzing, Integrating and Managing our client’s finances to improve their level of success in reaching their goals.

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With more than 19 years experience in the financial services field, Cesar has seen trends come and go. Despite those trends he’s realized...

Cesar H. Lopez CFS®

Financial Advisor
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Reid is a graduate of San Diego State University where he obtained his bachelor’s degree as well as University of California, Davis...

Reid Allen CFP®

Financial Advisor CERTIFIED FINANCIAL PLANNER™
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Since 1995 Titus has provided independent financial advice for individuals, small business owners and corporations with their investment and...

Titus Garrett

Investment Advisor Representative
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Jason started in the industry in 2004.  Since then he has been providing financial advice for individuals, families, and small business...

Jason Layland M.B.A.

Financial Advisor
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David started his career in 1991 as a litigation attorney where he learned the importance of proper estate planning.  Upon obtaining his...

David W. Culp, J.D.

Financial Advisor
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Gary has been in Las Vegas for 19 years. After a successful 20+ year career in Medical Sales, he decided to make a career change to the Financial...

Gary Hay, CRPS®, CRPC®

Financial Advisor
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Francois has been serving clients since 2002. His client base consists of retirees, pre-retirement clients, business owners and professionals....

Francois Marcus

Financial Advisor
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Licensed as an Enrolled Agent (EA) since 1987, Marcia began her career in customer service as a tax analyst for a major California tax software...

Marcia Bice, EA

Financial Advisor, Tax Specialist
983 Reserve Drive
Roseville, California
95678 United States

  •  Tel: 916-960-0101
  •  Fax: 916-742-5151
  •  rallen@nextleveladvisors.net

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of CA, CO, IA, KY, MN, NV, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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