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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

Benjamin Kanter
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Raesa Martin
Client Service Associate
Tony Walsh
Chief Operating Officer
Luke Everhart
Business Development Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Rachel Otto
Staff Accountant
Robert Venezia
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Jennifer Prendergast
Tax Operations Lead
Maddie Zakarian
Administrative Specialist
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Anthony Kim
Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Nina Weiss
Client Service Associate
Teddy Weber, CPA
Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Joshua Fein
Controller
Michael Nader, EA
Tax Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Lisa Tashtchian
Senior Client Service Associate
Kingsley Choi
Wealth Advisor
Kim Zajic
Chief Administration Officer
Josh Lev
Alternative Investment Associate
Lexi Shaheri
Client Service Associate
Tyler Resh
Chief Growth Officer
Stephanie Valderrama
Administrative Assistant
Joe Fusaro
Director of Operations
Andrea Chandos
Senior Tax Administrator
Annie Heller
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Alexandra Miller
Full Charge Bookkeeper
Airene Williamson
Chief Legal Officer
Drew Clanton
Operations Associate
Aimie Lalas
Tax Administrator
Stacy Borek, CFP®
Senior Tax Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Michael Rashtian
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
JP Tran
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Dylan Drake
Marketing Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
James Cordle
Senior Trader
Ryan Santiago
Operations Manager
Steven Dymant
Director of Alternative Solutions
Justin Iskander, CPA
Wealth Advisor
Andy Rosas
Operations Manager
Nicolo Gori
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Flavia Nunes
Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Roger Lopez
Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Steve Racius
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Wealth Advisor
Samantha Orellana
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brandon McAuslen
Portfolio Manager
Wayne T. Slappy
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Bardia Maghami
Fund Operations Associate
Mike Shotton
Sr. Vice President, Wealth Advisor