Episode 154 – Financial Planning with Lucas Casarez

 
Lucas is a fiduciary, Certified Financial Planner and founder of Level Up Financial Planning, Power Up Tax Planning Services and host of Techie Personal Finance Bootcamp.

He specializes in serving tech professionals who want to maximize their financial opportunities to live their best lives today while having confidence that their future will be awesome, too.

 

Links

https://twitter.com/LukeCFPLevelUp
https://www.linkedin.com/in/lucas-casarez-cfp%C2%AE-b47a6162/
https://www.levelupfinancialplanning.com/
http://www.poweruptaxplanning.com/
https://www.levelupfinancialplanning.com/techie-personal-finance-bootcamp-podcast/

 

“Tempting Time” by Animals As Leaders used with permissions – All Rights Reserved

 

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