Luke Daniel, CFP® specializes in advanced wealth management services. He collaborates closely with clients, offering tailored solutions that encompass a range of financial aspects. Luke's experience lies in constructing personalized portfolios utilizing innovative strategies. Moreover, he guides clients through various financial planning opportunities, interfacing with the client’s other financial professionals to cover estate planning, tax optimization, and philanthropic strategies.
Luke completed his undergraduate education at Colorado State University, earning a Bachelor of Science degree in Business Administration with a concentration in Finance and Real Estate. Furthering his professional development, he obtained insurance licenses and passed FINRA Series exams, showcasing his comprehensive knowledge in the field. Additionally, Luke has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation, demonstrating his commitment to providing comprehensive financial planning services.
Since 2011, Luke has actively contributed to the Colorado State University Foundation's Board of Directors and Investment Committee. Presently, he holds the position of Chair within the Investment Committee, showcasing his extensive involvement and leadership in the organization, and he is a member of the Financial Planning Association.
During his leisure time, Luke enjoys spending time with his family, and being a native of Colorado, he embraces the outdoors and maintains an active lifestyle by indulging in activities like fishing, hiking, biking, rafting, skiing, hunting, and exploring new travel destinations.