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.
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