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

Do I Need Estate Documents with Will Beyers

December 3, 2021

Do You Need Estate Documents with Will Beyers Do you need estate documents?   I invited my friend and Estate Planning Expert, Will Beyers, to shed some light on that answer.   Will does a great job summarizing what each document does and provides some context on when and why they will be needed.  …

The post Do I Need Estate Documents with Will Beyers appeared first on Level Up Financial Planning.

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Navigating Year One and Early Career in Tech with Kristal Garcia

November 18, 2021

In her prior career, Kristal worked as a Software Engineer at BuzzFeed and Marqeta, Director of Operations at a cryptocurrency startup, and as an assistant to executives and leadership at Uber, Affirm, and Sledgehammer Games. She served the largest Latinx in tech community, Techqueria, as a community leader and helped to grow and nurture the…

The post Navigating Year One and Early Career in Tech with Kristal Garcia appeared first on Level Up Financial Planning.

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What the Tech is an HSA (Health Savings Account)?

October 20, 2021

What the Tech is an HSA (Health Savings Account)? https://youtu.be/SxmL2c9UxjI Health insurance is super confusing. If you’re lucky, your employer pays 100% and offers you a Cadillac plan with low deductibles and max out of pockets. Most likely though, you’ll face a range of coverage and it is expensive, especially if you are adding a…

The post What the Tech is an HSA (Health Savings Account)? 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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