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

Pros and Cons of Job Hopping in Tech

January 12, 2020

Do you have a past of job-hopping or are you considering making your first hop? Normally, this may be frowned upon by future employers, but if you are in tech, it is so common that it’s not nearly the blemish it would be in other industries. Even though it’s not something to be concerned about with your future tech employment opportunities, there are still a few things to consider.  Pros of Job Hopping in Tech…
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The post Pros and Cons of Job Hopping in Tech appeared first on Level Up Financial Planning.

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Should I Do a Roth Conversion This Year Strategy Guide (2019)

December 7, 2019

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…
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The post Should I Do a Roth Conversion This Year Strategy Guide (2019) appeared first on Level Up Financial Planning.

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What Should I Do with the Uber Stock Lock-Up Expiration?

November 3, 2019

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber…
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The post What Should I Do with the Uber Stock Lock-Up Expiration? appeared first on Level Up Financial Planning.

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Ideal Clients

  • Engineering Professionals
  • Gen X
  • Offers Free Assistance to Furloughed Government Workers
  • 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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