Lucas Casarez

CFP®

Level Up Financial Planning, LLC

Financial Advisor/ Owner

I can work with clients anywhere!

Lucas Casarez

CFP®

Level Up Financial Planning, LLC

Financial Advisor/ Owner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I do this by taking a step back from the financial information and first focus in on you and your past money experiences and then look forward to future possibilities. - Lucas Casarez, CFP®

Fee-Only financial planner specializing in Gen X & Y, Tech Employees, and Growing Families. Located in Fort Collins, CO, serving clients locally and across the country by virtual meetings

Lucas Casarez is a Fort Collins, CO fee-only financial planner. Level Up Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lucas Casarez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Lucas Casarez is a fee-only financial advisor at Level Up Financial Planning, LLC, located in Fort Collins, CO

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.

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. 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.

Lucas Casarez is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Level Up Financial Planning, LLC was created to bring financial planning to those who need it most, young professionals & growing families. Over the last seven years, my life has been filled with dramatic changes. My wife and I moved across the country, juggled work and college, have owned two homes, have two dogs, had our son, and started Level Up Financial Planning. Even with my knowledge of finances, all of these changes involved some degree of financial stress. I want to guide my clients through all of the important transitions that keep most people up at night and take their financial confidence to the next level.

Specialties

  • Comprehensive Financial Planning
  • Prioritizing Goals
  • Debt Management
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Stock Option Strategies

Ideal Clients

  • Growing Families
  • Sudden Money Situations
  • Novice Investors
  • Young Couples
  • Busy Professionals
  • Excited About Possibilities
  • Understand the Power of Leveraging Expert Advice

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Evening & Saturday Availability

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Lucas Casarez is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Lucas Casarez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Lucas Casarez is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Lucas Casarez

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Office Locations:

  • Virtually out of
    Fort Collins, CO 80525
  • Loveland, CO 80528

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