Lucas Casarez (CFP®)

Lucas Casarez focuses in the
following client markets or areas of practice:

College/Education Planning

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Millennials

Socially Responsible Investments

Planning Specialties

Stock Compensation Analysis
Gen X & Y
Joining finances with significant other
Debt Management
Low-cost investment options
Student loan reviews
Tech Employees

Additional Information

Level Up Financial Planning's Why

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.

Personal Bio

Lucas and his wife, Brittany, are originally from Round Lake, Illinois. They moved to Fort Collins, CO in 2011 and it quickly became home. Their son, Avery, was born in 2017 and it changed their lives in many amazing ways. They also have two loving dogs, Oakley & Jackson.