---
title: "Lucas Casarez | Financial Advisors"
description: "Lucas Casarez at Level Up Financial Planning, LLC. Level Up Financial Planning helps tech professionals maximize their wealth building potential all…"
url: https://financialadvisors.com/advisors/lucas-casarez/
---

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![Lucas Casarez](https://financialadvisors.com/wp-content/uploads/2023/06/20121616081381413353A54E-87FD-44FD-AE21-EC34C1CD70CE.jpeg)

# Lucas Casarez

Level Up Financial Planning, LLC

investment

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## About

Level Up Financial Planning helps tech professionals maximize their wealth building potential all while living their best life today.

## Firm Information

![Level Up Financial Planning, LLC logo](https://financialadvisors.com/wp-content/uploads/2023/06/20121616081384762121D82C-2101-456A-8971-D13262505040.png)

Firm Level Up Financial Planning, LLC

Agency Type ria

Firm CRD# 289967

About Firm

Level Up Financial Planning was founded in 2017.

Firm Location

## Professional Details

Advisor CRD# 6432202

Fiduciary No

### Contact Information

Email Advisor

Thanks! Your message has been sent.

[(970) 222-6783](tel:9702226783)

Address 3026 Denver Drive, Fort Collins, CO 80525, USA

### Links

[Website](https://www.levelupfinancialplanning.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6432202)

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