Luke Anderson: Financial Planning & Investments
Luke Anderson: Financial Planning & Investments

Luke Anderson: Financial Planning & Investments

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Service type

Responds in about 2 hours

Introduction: As Vice President and Wealth Advisor at SteelPeak Wealth - I ensure HNW Individuals/Families meet their specific financial aspirations, retirement time horizon, and investing comfort level with risk using our broad range of targeted investment strategies to tailor portfolios to their unique objectives. Have you found yourself having these feelings: ❌Stressing over financial goals and clearly defining what that looks like for your unique situation? ❌Frustrated with your current risk tolerance in your portfolio that minimizes your cash flow monthly? ❌Confused about where you sit in your current financial plan and if it would hold up to a stress test or have no financial plan at all yet? Perhaps you never had the chance to find a trusted authority in the Wealth Management space. Perhaps you are too busy to get the chance to sit down and think about these important aspects of your finances that may go overlooked. Well, I’m very proud to say that thanks to the expertise and work done as Vice President at SteelPeak Wealth, I can help you with things like: ✔ Determine Goals We identify goals by dividing them into Needs, Wants, and Wishes ✔ Assess Current Investments and Risk Tolerance We analyze the existing investment allocation and cash flow. We also determine your risk profile. ✔ Discuss Financial Plan and Investment Strategy We will show you the probability of success for your financial plan, along with a complete stress test analysis. We will then present our Investment Strategies using our proprietary research.
Overview

Serves Woodland Hills, CA

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50 employees

12 years in business

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Featured Projects

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Reviews

Exceptional 5.0

10 reviews

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Customers say...

This pro is a dedicated and knowledgeable financial advisor who puts clients' interests first. They are praised for their professionalism, responsiveness, and ability to help clients reach their financial goals. Clients appreciate the pro's friendly demeanor and the value they receive from their services.

AI-generated summary of customer reviews

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Andrew K.
Oct 22, 2023
Luke is a true financial fiduciary as an investment advisor, and will always do what's in your best interest. He has a passion helping his clients reach their financial goals and interests, by selecting from the many investment options available to you. You need and want someone who truly cares and works hard for your financial future, and Luke is exactly that person.
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Eli C.
Oct 18, 2023
I have known Luke for several years now and he constantly demonstrates professionalism and dedication to his friends, family, and clients. I feel confident recommending Luke to anyone that would be interested in advancing their financial journey.
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Jacob J.
Oct 17, 2023
Luke Anderson is one of the easiest people to work with. He is not only incredible at what he does, he is also very knowledgeable and down to earth. I would recommend him to anyone looking for financial advice!
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Carlton B.
Oct 17, 2023
What an amazing and refreshing experience it was to deal with Luke Anderson. He went above and beyond, he really took care of my personal needs. All I can say is wow! Thank you Luke Anderson!! Exceptional work!
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Jake H.
Oct 17, 2023
Luke was extremely knowledgable and helped me understand everything I had questions about. I felt listened to and that he truly cared about my concerns and future! I would recommend Luke to anyone who wants to plan for their futures and investments!
Credentials
License

License Type: Investment Adviser Representative (CA)

License verified on 10/10/2023

Background Check

Luke Anderson

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