Experience

SteelPeak Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Jul 2022 - Present

  ➤ WHAT WE DO: SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. ➤ HOW WE DO IT: SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view of wealth creation, retirement… Show more ➤ WHAT WE DO: SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. ➤ HOW WE DO IT: SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view of wealth creation, retirement planning, college expenses, estate planning, and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach. We help you: ✔ Consistently learning/staying up to date on your financial well being ✔ Use advanced financial strategies to build lasting generational wealth ✔ Restore and regain your confidence in where your financial future is going ➤ WHAT MAKES US DIFFERENT: With the professionalism and expertise of Wall Street firms and none of the bureaucracy and conflicted loyalties, the SteelPeak Wealth team provides exceptional financial management rigor and acumen with a personal touch. ✔ Want To Learn More?: ☏ 818-835-8725 ✉ luke.anderson@spwm.com https://steelpeakwealth.com/ Wealth Advisor | Building Wealth | High Net Worth

• Wealth Advisor

  • Jan 2021 - Present

  Los Angeles, California, United States



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Nov 2018 - Dec 2020

  San Diego, California



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2016 - Nov 2018