Luke Kendall, CFP^®, CRPC^®

Designations and Licenses

Luke is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Retirement Planning Counselor℠ designation. He also holds life, health, and accident Insurance licenses with the state of California.

Experience and Education

Luke works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner Wealth Advisors, he was a senior private client advisor with Bank of the West working with high-net-worth clients. Prior to that, he was a wealth management advisor for TIAA, the associate vice president for Griffin Capital Securities, LLC and an internal wholesaler for Deutsche Asset Management.

Luke holds a bachelor’s degree from Mid-America Christian University and a certificate for financial planning from Pepperdine University.

Personal Interests

Luke enjoys staying active and hiking. His favorite hiking accomplishment is hiking Mt. Kilimanjaro.