$200MM AUM | $4MM GDC in Costa Mesa, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Location
Costa Mesa, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
2,000
Avg Client Age
60
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.

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