Lucas Casarez
Certified Financial Planner™/ Founder
Husband, father, dog owner, strategist and financial planner.
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 recently welcomed their daughter, Emma, to the family early in 2019. They also have two loving dogs, Oakley & Jackson.
In addition to hanging out as a family, they love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.
Professional Bio
Lucas’ foundation of financial interest was rooted in his first few years of employment at a local community bank in Illinois.
After discovering the impact financial planning has on peoples’ lives he moved to Fort Collins, Colorado to attend Colorado State University, which he graduated from in 2014 with a focus on Financial Planning. Following graduation, Lucas worked for a top independent financial advisor in Northern Colorado where he served pre-retirees and retirees in building financial plans that aligned with their goals.
Wanting to make a greater impact on his clients’ financial lives, Lucas started Level Up Financial Planning, LLC to bring financial planning to young professionals and growing families.
Level Up’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 of 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.
Level Up’s Commitment to Give Back
Level Up Financial Planning recently integrated two very important parts of the business. Philanthropy and client experience. Clients will now earn achievements based on life/financial milestones that have a point system. Each year clients will use their points to vote on Level Up’s 1% of profit contributions to charities that they choose.