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Luke Anderson, SE-AWMA®

Sr. Vice President, Wealth Advisor
Education and Credentials
Colorado State University; University of Economics, Prague
SE-AWMA®

Luke is a Wealth Advisor at SteelPeak Wealth. With several years experience in the industry, and having worked at Edward Jones as a Financial Advisor and TD Ameritrade as a Relationship Manager, Luke has gained a dynamic perspective in the financial industry and the value of the client experience. He believes strongly in the values at SteelPeak Wealth, centered around acting in the best interest of the client. Luke is dedicated to ensuring every client receives the utmost quality assessment and customized plan to help them achieve their financial goals.

Luke grew up in Fort Collins, CO, where he earned his Bachelor’s degree in Business Administration, with an emphasis in Investment Analysis, at Colorado State University. He is married to the love of his life, DeAnza, they reside in Venice, CA.

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Career Highlights
  • Wealth Advisor, SteelPeak Wealth
  • Relationship Manager, TD Ameritrade
  • Financial Advisor, Edward Jones
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Luke
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Joseph Brandolino
Associate Wealth Advisor
Tyler Resh
Chief Growth Officer
Peter Amling, CFP®
Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Brandon McAuslen
Portfolio Manager
Patrick Oliver, MST, EA
Senior Tax Consultant
Mary Berg, CPA/PFS
Technical Reviewer
James Cordle
Senior Trader
Jason Hart
Director of Operations
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michelle Nanoff
Sr. Client Service Associate
Kingsley Choi
Wealth Advisor
Derek Ruan
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Michael Rashtian
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Jordan Peterson, CPFA®
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Dylan Drake
Marketing Associate
Rachel Otto
Staff Accountant
Michael Nader, EA
Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Annie Heller
Associate Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Wayne T. Slappy
Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Jackie Stafford
Sr. Client Service Associate
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Natalie Arias
Office Manager & Administrative Assistant
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Daniel Atchinson
Junior Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Cecilia Umbel
Client Service Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Bradley Triana
Tax Consultant
Andy Rosas
AI Strategy & Operations Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Myles Bozinovski
Sr. Market Director
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Airene Williamson
Chief Legal & Compliance Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Harley Guzman
Office Manager & Junior Paralegal
Curtis Cooper
Associate Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Jess Boone
Director of Client Development, SteelPeak Sports
Teddy Weber, CPA
Tax Associate
Enrique Vargas
Market Director
Josh Lev
Vice President, Investment Research
Rina Pineda, CPA, MST
Director of Tax Consulting
Jennifer Prendergast
Director of Tax Operations
Jonathan Sheen
Junior Portfolio Manager
Laila Bahman
Associate
Anthony Kim
Portfolio Manager
Bardia Maghami
Vice President, Fund Operations
Joe Fusaro
Director of Operations
Leonard Green
Compliance Manager
Andrea Chandos
Sr. Tax Administrator
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Joshua Fein
Controller
Tony Walsh
Chief Operating Officer
Rich Winer
Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Andrew Moss
Wealth Advisor