Luke began his career at LFA in February 2020 as a Paraplanner with the Operations and Planning team. In November 2020, Luke formally joined the Advisory Team to more closely support our clients as they progress towards their financial goals and dreams. Growing up witnessing Steve’s passion for empowering clients through financial planning and education, Luke has long looked forward to following in his footsteps and joining the Lifetime Financial team. Before joining LFA, Luke spent four and a half years at Putnam Investments in Boston. At Putnam, Luke held several roles within the sales organization, progressing from a Regional Marketing Associate to a Senior Associate Advisor Consultant where he collaborated with successful wealth management professionals. This invaluable experience gave Luke insight into the many ways financial advisors engage with clients and run their practices through the lenses of investment management, wealth management, and practice management. In 2018, Luke obtained the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Graduating cum laude in 2015 from Boston College’s Carroll School of Management, Luke earned a bachelors degree with concentrations in Finance and Accounting.
Away from the office Luke enjoys an active lifestyle, taking advantage of all that San Diego has to offer. Quality time spent with his wife, family and friends is at the top of the list, especially if it involves being outside. Other activities include: church, music, travel, and keeping up with the Padres and Wolverhampton Wanderers F.C.
LPL Registered Representative | CA Insurance Lic# 4071841
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.