Luke Daniel

Analyst-Equity chez Colorado Financial Management LLC

Profil

Mr. Luke R.
Daniel is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
He has over 20 years of industry experience, he 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, his responsibilities include client relationship management, financial planning, portfolio design and management, and investment analysis.
He 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, he 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.
He received his BS in Business Administration with a concentration in Finance and Real Estate from Colorado State University.

Postes actifs de Luke Daniel

Sociétés	Poste	Début
Colorado Financial Management LLC	Analyst-Equity	01/01/2007

Formation de Luke Daniel

Colorado State University

Undergraduate Degree