Lucas Casarez, CFP® Level Up Financial Planning, LLC

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About Lucas Casarez, CFP®

Professional Bio
Lucas’ foundation of financial interest was rooted in his first few years of employment at a local community bank in Illinois.  After discovering the impact financial planning has on peoples’ lives he moved to Fort Collins, Colorado to attend Colorado State University, which he graduated from in 2014 with a focus on Financial Planning.  Following graduation, Lucas worked for a top independent financial advisor in Northern Colorado where he served pre-retirees and retirees in building financial plans that aligned with their goals.  Wanting to make a greater impact on his clients’ financial lives, Lucas started Level Up Financial Planning, LLC to bring financial planning to young professionals and growing families.

Personal Bio
Lucas and his wife, Brittany, are originally from Round Lake, Illinois.  They moved to Fort Collins, CO in 2011 and it quickly became home.  Their son, Avery, was born in 2017 and it changed their lives in many amazing ways.  They also have two loving dogs, Oakley & Jackson.

In addition to hanging out as a family, they love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.

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Recently Published

I Just Lost My Job: Part 2 Finding Your Next Gig

December 20, 2017

This is the second part of a three-part series (Navigating Your Finances, Finding Your Next Gig, and What to do With Your Free Time.)   Oftentimes, people are unhappy with their jobs, but it does not get to a point where they have to make a change and they stay stuck in an unfulfilling position.…
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I Just Lost My Job: Part 1 – Navigating Your Finances

December 11, 2017

Don’t panic.  You’re going to feel like crap for a couple days and that’s normal.  Go ahead and take a few days, but don’t let it linger.  Knowing where your resources are and how best to access them can go a long way in reducing your stress during this time.  This is the first part…
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How To Get A Raise Strategy Guide

November 28, 2017

As the end of the year approaches, time seems to fly by a little faster than it does the rest of the year.  One often, non-exciting event, your annual performance review.  You may be saying to yourself, “it’s the same boring process, my boss tells me I’m a great asset to the team, we review…
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Ideal Clients

  • Engineers
  • Generation X
  • Growing Families
  • Parents
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $100+
  • Hourly: $200
  • Flat Fee: $400+
  • Aum: 0.9%

SEC Records

States Registered

  • Colorado

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