Level Up Financial Planning
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
6309 Sienna Dr, Timnath, Colorado, 80547...Phone Number
(970) 222-6783Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Level Up Financial Planning
Level Up Financial Planning specializes in providing fee-only financial planning services tailored for tech professionals. The company focuses on helping clients achieve financial clarity and confidence by prioritizing their goals and creating customized strategies. With an educational approach, Level Up empowers clients to understand their financial decisions and optimize their wealth management. Founded by Lucas Casarez, a Certified Financial Planner, the firm emphasizes trust, transparency, and a fiduciary standard in its client relationships.Explore more
Level Up Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Level Up Financial Planni...
<$5M
1-10
Private
-
2017
LC
Lucas CasarezFounder & Certified Financial Planner
Company Profile Activity
Activity Insights
Level Up Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Level Up Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Level Up Financial Planning.
Level Up Financial Planning Tech Stack
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Level Up Financial Planning specializes in providing fee-only financial planning services tailored for tech professionals. The company focuses on helping clients achieve financial clarity and confidence by prioritizing their goals and creating customized strategies. With an educational approach, Level Up empowers clients to understand their financi... Read More
