P: 408 431 8087
F: 408 969 1648
2506 19th Avenue
Kingsburg, CA 93631
Luka, an independent financial advisor has over 13 years’ experience and a personal investment background spanning the last 22+ years, bringing with him experience in helping retirees, families, and small businesses. He specializes in planning for retirement, college, asset protection, and risk management and seeks to help his clients establish and maintain their financial security into and throughout their retirement. Luka’s emphasis is on generational wealth, helping clients, and their families meet their financial goals. In 2008, Luka was one of
the first financial advisors to implement the Roth 403(b) in the state of California. Educating
K-12 state employees on the benefit of tax-free and taxable retirement assets, along with their pension, is rewarding. He believes in going the extra mile for his clients and meeting his client’s expectations. Building and maintaining long-term client relationships allow Luka to remain loyal to his client’s current and future financial needs.
Luka’s credentials include:
• Bachelor of Science, Business Administration, focus on Finance, San Jose State University
• Series 6, 7, 63, & 66
• Life and Health Insurance Licensed (CA Insurance License No. 0E45196)
• Certified Financial Planner, CFP®
One of Luka’s many passions is volunteering and participating in youth learning institutions in hopes of educating and instilling positive life values. Luka had the privilege of being raised in a small agricultural town in Kingsburg, California. Luka enjoys CrossFit, Swimming, Water Polo, Reading, and watching his daughter Katherine succeed at competitive swimming. Luka is a diehard A’s and 49ers fan and carries a love for his 9-foot pet snake named Storm.