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David K. Luke, CMP

David K. Luke, CMP

Financial Planner / Founder & Chairman

Education and Designations

  • Certified Medical Planner (CMP™)
  • Master of Science, Personal Financial Planning - College for Financial Planning
  • Master of International Management (Finance and Japanese) - Thunderbird School of Global Management
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, Planning Giving Committee, Intermountain Research & Medical Foundation
  • Bachelor of Arts, International Relations, Brigham Young University
  • President 2009/2010, Financial Planning Association (FPA) – Utah Chapter
  • Chairman 2011, Financial planning Association (FPA) – Utah Chapter

Financial Management Experience

David focuses on helping physicians and successful retirees with financial planning, investment and risk management.

In the past 30 years of industry experience, David has held licenses including general securities registered representative, registered investment advisor, branch management supervision, life, accident, and heath producers.  As a fee-only advisor, David is able to help his clients achieve peace of mind and greater assurance with their financial goals by giving advice and providing investment management that is in their best interest, untainted by commission or sales objectives.  Likewise, in a true fiduciary capacity, he is able to help investors determine the reliability and suitability of products and services that they have been sold by other advisors.

David began his career managing money in 1986 in the General Motors of Canada Banking and Investments department where he was engaged in cash management, foreign currency hedging, and the debt issuance of a $100 million Eurobond and a $300 million Note Issuance facility.  In 1988 as Supervisor of Borrowings for GMAC Canada David was responsible for the daily average issuance of $125 million in short-term Commercial Paper.  David worked as a stock broker and portfolio manager for 2 major national brokerage firms (A.G. Edwards and Wachovia Securities) from 1989 to 2008.  Additionally, at Wachovia Securities David was among an elite group of financial advisors approved as a PIM (Private Investment Management) Portfolio Manager.

After almost 20 years David decided to leave the brokerage firm model to begin working as a fee-only financial advisor.  Now as a fee-only advisor, David’s loyalty only lies with the clients that hire him and he wouldn’t have it any other way.

Personal

As the son of an Air Force fighter pilot and an elementary school teacher, David lived in several states as well as overseas growing up.  Before moving to the Salt Lake Valley in 2006, where he currently resides, he and his family lived in the Scottsdale, Arizona area for 17 years.  David and his wife Lee-Ann have been married 30 years and have been blessed with 11 children and 5 grandchildren.  David is proficient in Japanese, is an Eagle Scout, and enjoys camping and spending time with his family.