Luke Neumann's Location
Boulder, CO, US
Luke Neumann's Work
- Wealth Planner @ Crestwood Advisors
- Client Advisor @ Crestwood Advisors
- Associate Financial Advisor @ North Berkeley Investment Partners
- Client Associate @ North Berkeley Investment Partners
- Thru- Hiker @ The Pacific Crest Trail
- Business Energy Action Program Assistant @ Vermont Businesses for Social Responsibility (VBSR)
Luke Neumann's Education
- University of Vermont
Bachelor of Arts (BA) (Economics)
2008 - 2012 - UC Berkeley Extension
Certificate Program in Financial Planning
2015 - 2017 - Universidad Nacional Andrés Bello
Semester (Spanish Language and Literature)
2011 - 2011
Luke Neumann's Skills
- Personal Financial Planning
- Financial Planning
- Relationship Management
- Portfolio Management
- Financial Modeling
- Financial Analysis
- Risk Management
- Writing
- Long Distance Running
- Vegetarian Cooking
Luke Neumann's Summary
Luke Neumann, based in Boulder, CO, US, is currently a Wealth Planner at Crestwood Advisors, bringing experience from previous roles at Crestwood Advisors, North Berkeley Investment Partners and The Pacific Crest Trail. Luke Neumann holds a 2008 - 2012 Bachelor of Arts (BA) in Economics @ University of Vermont. With a robust skill set that includes Personal Financial Planning, Financial Planning, Relationship Management, Portfolio Management, Financial Modeling and more, Luke Neumann contributes valuable insights to the industry. Luke Neumann has 1 email on RocketReach.
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