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Uplevel Wealth, LLC is a Registered Investment Advisor Firm in the State of Oregon and California. Uplevel Wealth, LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

*source: https://www.nytimes.com/2019/01/14/opinion/business-economics/new-year-resolution-investor-gende-gap.html

**source: https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics