Overview

Luke is dedicated to the highest level of personal client service. He received his Bachelor’s in Economics with a minor in Information & Computer Science from the UCI. Luke later went on to complete his Personal Financial Planning certificate from UCI and earned his Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations. With over 10 year’s experience with MassMutual Greater Pacific and MetLife, Luke received corporate recognition as Managing Director of the Year in 2016.

In Luke’s spare time, he enjoys golf, tennis, and time with his wife, Courtney.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...