Member Spotlight

Lucas Casarez

Founder/ Certified Financial Planner, Level Up Financial Planning, LLC

Member Since January, 2024

I live in CO with my wife and 4 crazy kids. We love the outdoors and exploring. I'm the owner of two businesses, Level Up Financial Planning, LLC and Power Up Tax Planning Services, where I help early and mid-career tech professionals take their financial confidence to the next level. I also am the host of Techie Personal Financial Bootcamp. Besides exploring CO, we love to play games together. Surprisingly there are great games for little kids, but we're gradually introducing them to the classics like Super Mario Party.

Video Games
Financial Planning

Lean into the scary and the hard.

Lucas Casarez

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