Luke Daniel, CFP®, CLU

Principal | Sr. Financial Advisor

Luke helps individuals and families achieve their financial planning dreams in an environment that is free from conflicts of interest.  He builds a close relationship with clients to design, implement, and monitor a comprehensive portfolio and financial plan.

His responsibilities at CFM include relationship management, portfolio management, mutual fund and ETF analysis, alternative asset analysis, and financial planning. Luke works at the Boulder corporate office on Wednesdays and at the Cherry Creek office the rest of the week.

Prior to joining the company in 2007, Luke was a Portfolio Consultant for Charles Schwab & Co. Inc. where he managed more than $480 million in client assets and worked with more than 380 client relationships.

Luke volunteers on Colorado State University Foundation’s Investment Committee and previously served on the Board of HealthSet, a nonprofit improving the lives of low income senior citizens.

Outside of working with clients, Luke enjoys spending time in Denver with his wife, daughter, and three dogs.  His interests include reading, exercising, cycling, hiking, hunting, fishing, antiques, history, and real estate investments.

EDUCATION

BS Business Administration
Colorado State University

CREDENTIALS

CERTIFIED FINANCIAL PLANNER (CFP®)
Chartered Life Underwriter (CLU)

MEMBERSHIPS

Financial Planning Association (FPA)

LEADERSHIP

CSU Foundation Investment Committee
Member
HealthSet
Board Member