Lucas Casarez

Lucas Casarez

Level Up Financial Planning, LLC
3026 Denver Drive, Fort Collins, CO 80525
Financial Advisor
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Specialized in

Investment Management
Wealth Management

About 

Lucas Casarez

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

Licenses

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Education

About 

Level Up Financial Planning, LLC

Level Up Financial Planning was founded in 2017.

FIRM SEC/CRD #

289967

Are you a Fiduciary?

Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

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Disclaimer

Level Up Financial Planning is a registered investment advisor in the state of Colorado.

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