Lucas Casarez, CFP® Level Up Financial Planning, LLC

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About Lucas Casarez, CFP®

Hi, my name is Lucas Casarez. I started Level Up Financial Planning to bring financial planning to those who need it most, Gen X/Y professionals & growing families. Over the last seven years, my life has been filled with dramatic changes. My wife and I moved across the country, juggled work and college, have purchased two homes, have two dogs, and had our son, Avery in 2017. Even with my knowledge on finances, all of these changes involved some degree of financial stress. I want to guide my clients through all of the important transitions that keeps most people up at night and take their financial confidence to the next level.

I look forward to helping you discover the financial balance between enjoying life now but also ensuring a future that you can be excited about.

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Recently Published

What I Would Do With Five Years to Live

September 26, 2018

I used to think I was invincible, at times I even thought I may have been a robot. Now that I am older I have a ridiculously greater perspective of the world around me and where I currently see my place in it. Five years is a completely random time frame, but it is very…
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The post What I Would Do With Five Years to Live appeared first on Level Up Financial Planning.

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Why Cryptocurrencies Are Not a Good Fit for My Clients

September 4, 2018

Cryptocurrency hype has finally calmed down and I am extremely thankful. I am less worried for those who have no idea of how these assets work accidentally shooting themselves in the foot gambling away any savings they may have accumulated. Sure plenty of people have made money and it’s possible that many still could. Other…
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The post Why Cryptocurrencies Are Not a Good Fit for My Clients appeared first on Level Up Financial Planning.

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My Employer Does Not Offer a 401(k) Strategy Guide

August 12, 2018

My Employer Does Not Offer a 401(k) Strategy Guide So your employer either does not provide a 401(k), you are too new, you are an intern or part-time employee. That is okay, you still have options. Just because you do not have access to a 401(k), doesn’t mean you shouldn’t start thinking about long-term goals.…
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The post My Employer Does Not Offer a 401(k) Strategy Guide appeared first on Level Up Financial Planning.

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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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