EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro
In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado.
In this episode you’ll learn more about:
- What are some specific concerns for techies in that industry?
- What does he do in his planning practice to make it fun?
- What’s his new podcast about and where can you find it.
- Where to see photos of his two adorable children.
Have a question that you’d like to have answered on a future podcast episode? Send your question — along with your name and the city you live in — to firstname.lastname@example.org.
Angie founded Avea Financial Planning and is a fee-only advisor helping retiring PNNL employees with tax-smart retirement planning, investments & fiduciary financial advice so they can be more confident and live life on their own terms.