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Luke Neumann Location
Boulder, CO, US
Luke Neumann Work
Wealth Manager @ (July 2024 - Present)
Wealth Planner @ (January 2020 - Present)
Client Advisor @ (October 2017 - December 2019)
Associate Financial Advisor @ (January 2016 - May 2017)
Client Associate @ (January 2014 - January 2016)
Thru- Hiker @ (April 2013 - September 2013)
Luke Neumann Education
UC Berkeley Extension
Certificate Program in Financial Planning
2015-2017
University of Vermont
Bachelor of Arts (BA) (Economics)
2008-2012
Universidad Nacional Andrés Bello
Semester (Spanish Language and Literature)
2011-2011
Luke Neumann Summary
Luke Neumann, based in Boulder, CO, US, is currently a Wealth Manager at Crestwood Advisors. Luke Neumann brings experience from previous roles at Crestwood Advisors and North Berkeley Investment Partners. Luke Neumann holds a 2015 - 2017 Certificate Program in Financial Planning @ UC Berkeley Extension. Luke Neumann has 1 emails and 1 mobile phone numbers on RocketReach.
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