L
ucas Casarez is a Certified Financial Planner™ and Founder of Level Up Financial Planning, Power Up Tax Planning Services, and the Techie Personal Finance Bootcamp Podcast.
Lucas’s biggest “why” is his family: his wife Brittany, his son Avery & daughters Emma & Eleanor.
It is because of his family, that he first started to realize that money is not the goal. Wealth is not the goal. Living an amazing life is the goal. This is reflected in the way Lucas approaches financial planning for his clients.