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