Luke Daniel, CFP®, CLU

Principal | Sr. Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ professional and with almost 20 years of industry experience, Luke helps individuals and families achieve their financial planning dreams in an environment that is free from conflicts of interest. He builds close relationships with clients to design, implement, and monitor their financial plan and works with clients to customize their investment portfolio to achieve their financial planning goals.

In addition to his duties as a Partner, Luke’s responsibilities include client relationship management, financial planning, portfolio design and management, and investment analysis. Luke is a member of the Investment Committee and he works out of both of our Cherry Creek and Boulder offices.

Prior to joining CFM 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 clients.  While at Schwab, he held the Series 7, 63, and other insurance licenses and was a Chartered Life Underwriter (inactive).

Luke is a 2017 graduate of Charles Schwab’s Executive Leadership program, which focuses on developing the next generation of leaders.

Luke received his BS in Business Administration with a concentration in Finance and Real Estate from Colorado State University. He remains involved with the University as the Chair of the Colorado State University Foundation’s (CSUF) Investment Committee. He previously served on the Board of HealthSet, a nonprofit improving the lives of low income senior citizens.

Outside of working with clients, Luke enjoys 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
Chair
HealthSet
Board Member