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

Safe Investment with High Interest? I Bonds 2021

December 11, 2021

Safe Investment with High Interest? I Bonds Finally, a high-interest rate for your safe money…… for 6 months.   Luckily the high-interest rate is ridiculously high enough that it may just sweeten the pot to make it worth your while.   Enter I Bonds. The I stands for inflation, which is exactly what showed up…

The post Safe Investment with High Interest? I Bonds 2021 appeared first on Level Up Financial Planning.

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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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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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