Anna Luke, CFP®, Certified Financial PlannerTM
President and Chief Executive Officer
Anna Luke is the President and Chief Executive Officer of Comprehensive Financial Services, an independent financial planning firm located in Burbank, California.
Mrs. Luke specializes in helping families and individuals with their financial planning needs. With more than 18 years of experience in the financial services industry, Mrs. Luke has extensive knowledge of asset allocation strategies and investment portfolio management techniques. 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.
Mrs. Luke maintains the following registrations through Independent Financial Group: 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.
In addition to becoming an active member of the Financial Planning Association and other professional organizations, she is an active member of the Kiwanis Club of Burbank, serves on the Board of Directors of the Burbank YMCA, and is a finance committee member for Providence St. Joseph hospital.. She also supports many of the local charities.
Mrs. Luke resides in Glendale, California with her husband and their two daughters. Her interests include traveling, live music, theatre, art and coffee.