About Next Level Financial
Learn about our co-founders, mission, vision & success stories.
Meet
Our next level team
Meet co-founders, Paris and James, who are passionate about helping professional service firms grow their impact through strategic financial planning and analysis.
Co-Founder & CEO
Paris Williams
Paris Williams is a co-founder at Next Level Financial. She is responsible for providing leadership for all aspects of operations, emphasizing growth, setting goals, and supporting clients. She provides strategic direction and vision for the company. She holds a bachelor’s degree from San Francisco State University and a Master’s from UC Berkeley. In her free time, Paris enjoys live music, spending time with her family, and dancing.
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Co-Founder & Lead CFO
James Williams, Jr., CFA
James Williams Jr. is co-founder and lead CFO at Next Level Financial. He holds a Chartered Financial Analyst (CFA), one of the highest designations in the finance profession. James is passionate about helping mission-driven organizations grow (Level-up), and operate more efficiently. James has extensive experience in accounting, investments, real estate development, and asset management. He enjoys working out, playing drums, and family time with his wife and three kids in his free time.
At Next Level Financial our core values guide every decision and interaction.
4 C's
CORE VALUES
Care
We care about your business as if it is our own. We believe in forming human connections with each other, our clients and partners.
Connection
We connect with you personally and professionally. This connection helps us to build a stronger and more fruitful partnership.
Contribute
We wholeheartedly contribute to the mission and vision of your company. We are here to add value to your team.
Creativity
We provide creative solutions and ideas to your team. We are committed to being a creative thought partner and supporting you as you grow your business.
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