Luke Seiderman, CFP®
Managing Director, Partner
Luke serves as a Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Luke offers his clients a comprehensive planning experience. Prior to joining Creative Planning, he served as a wealth advisor for a financial planning firm in San Francisco, working directly with clients on all aspects of their financial lives.
Luke earned his Bachelor of Business Administration degree in financial planning at Alfred State College. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Luke is passionate about classical literature, distance running and animal welfare.
Articles by Luke Seiderman, CFP®
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