Anna Luke is the Vice President and Chief Operating Officer of Comprehensive Financial Services, an independent financial planning and Registered Investment Adviser located in Burbank, California.
Mrs. Luke specializes in helping families and individuals with their financial planning needs. She is also responsible for business development and oversees the day-to-day operations of the firm, including its regulatory compliance, financial and advisory services, as well as coordinating and implementing the firm's strategic goals and objectives. Previously, she was with Prudential Securities and Merrill Lynch.
With more than 20 years of experience in the financial services industry, Mrs. Luke has extensive knowledge of asset allocation strategies and investment portfolio management techniques.
Mrs. Luke maintains the following registrations through National Planning Corporation: FINRA General Securities Registration, Registered Principal's Registration, State Securities Registration and Uniform Investment Adviser Registration. Mrs. Luke is also a Personal Financial Planner, holds a California insurance license (#0D00106) and earned a master's degree in business administration.
Mrs. Luke resides in Glendale, California with her husband and their two daughters. Her interests include traveling, live music, theatre, art and coffee.