Lucas Casarez, CFP® Level Up Financial Planning, LLC

About Lucas Casarez, CFP®

Have you ever thought to yourself, this does not feel right, there haves to be a better way??? That is exactly the feeling I had when it came to financial planning and my previous employers. I understand businesses are created to make profits, but it should not dominate your why and be the reason why you want clients to work with you.

Luckily, I had another option. START Level Up Financial Planning and build it from the ground up to be focused on providing a ridiculous amount of value for my clients. I am personally vested in your success and am genuinely excited about all the cool and fun things you have planned for your life.

I have seen the dramatic difference that providing education, clarity, focus, and accountability has on my clients’ current financial confidence and the impact it has on their wealth potential.

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

BEWARE of the Advice You Take

September 9, 2020

When it comes to your financial life, it’s very easy to rely on the guidance of others, especially since most of our generation were not taught these important topics in school. This episode is to warn you of the financial advice you should BEWARE of as you start to build your financial strategy guide and financial confidence. People and sources who offer advice solicited or not. Family Friends Coworkers Salespeople Social Media News Books Podcasts…
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Being Authentic & Transparent with Josh Buchea

September 3, 2020

Show Notes Josh shares his awesome story on his path into tech. Early on Josh showed an interest for tech and started taking college courses, but a conversation changed his career trajectory. Josh decided to not pursue a tech career and bounced around with different jobs and ended up getting into trouble. He talks about the challenges of finding a job in tech with a felony. Even with the hurdle of having a felony, Josh…
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The post Being Authentic & Transparent with Josh Buchea appeared first on Level Up Financial Planning.

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Quitting to Start a Business

August 26, 2020

I share my personal story of quitting my job to start my business, Level Up Financial Planning. While working in a position many would consider a dream position, with a 6-month-old at home, I quit my job. It was the scariest decision I ever made. In addition to my story, I share a few of the financial steps I took before quitting and a couple of things I wish I had done differently. Job hunting…
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The post Quitting to Start a Business appeared first on Level Up Financial Planning.

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Ideal Clients

  • Engineering Professionals
  • Gen X
  • 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

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