Luke is a senior member of the Mission Family & Business Group in San Diego. He oversees financial affairs, through life's numerous financial stages, for business owners, entrepreneurs, corporate executives, professionals and their families. For over 20 years, Luke has used a disciplined approach to help clients achieve their financial goals through a comprehensive and holistic wealth management process. He has earned the Certified Investment Management Analyst® (CIMA®) and Certified Exit Planning Advisor® (CEPA®) accreditations. Outside of the office, Luke enjoys tennis, boxing, fitness, and surfing.
Four smart end-of-year planning strategies to help business owners manage cash flow, taxes, diversification, and long-term goals. It is the time of year when many...
