Terry Luk Email
Tax and Financial Consultant
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Terry Luk Location
- San Francisco, CA, US
Terry Luk Work
- 2013 -now Tax and Financial Consultant @ Actuari-Pi Wealth Management, LLC
- 2009 -now Guest Speaker @ Channel 26 News, AM 1400 in the SF Bay Area and Investment FM in Guangzhou, Chi
- 2008 -now Tax Advisor and Financial Planner @ Terry Luk Tax & Financial Planning Services
- 2008 -2009 Investment and Insurance Consultant @ Thornton/Target Global Wealth Management in Hong Kong
- 2007 -2009 Financial radio talk-show guest speaker @ AM 1400 in the SF Bay Area and Investment FM in Guangzhou, China
- 1997 -2008 VP, Financial Consultant and Compliance Officer @
- 1992 -1997 Actuarial Analyst (精算分析師) @
- 1988 -1992 Field Underwriter @
Terry Luk Education
- Rockwell Institute
(California Real Estate Agent License)
2012-2012 - National Association of Tax Professionals
Certificate (Enrolled Agent Program)
2006-2007 - College for Financial Planning
Certificate (CFP Professional Education Program)
2003-2004 - University of Toronto - University College
B.Sc (Actuarial Science (精算學) and Statistics)
1982-1987
Terry Luk Skills
- Financial Advisory
- Public Speaking
- Fixed Annuities
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- Investments
- Mortgage Lending
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Quantitative Analytics
- Training
- Management
- Financial Reporting
- Project Management
- Series 7
- Investment Management
Terry Luk Summary
- Terry Luk, based in San Francisco, CA, US, is currently a Tax and Financial Consultant at Actuari-Pi Wealth Management, LLC. Terry Luk brings experience from previous roles at Channel 26 News, AM 1400 in the SF Bay Area and Investment FM in Guangzhou, Chi, Terry Luk Tax & Financial Planning Services, Thornton/Target Global Wealth Management in Hong Kong and AM 1400 in the SF Bay Area and Investment FM in Guangzhou, China. Terry Luk holds a 2012 - 2012 Rockwell Institute. With a robust skill set that includes Financial Advisory, Public Speaking, Fixed Annuities, Retirement Planning, Sales and more. Terry Luk has 1 emails on RocketReach.
Looking for a different Terry Luk?
Find contact details for 700 million professionals.
Others Named Terry Luk
Terry Luk
Merchandising Manager
Hong Kong
Terence Luk
Group Manager, Solution Architecture
Toronto, ON, CA
Terry Luk
Tax and Financial Consultant
San Francisco, CA, US
Terry Luk
Senior Manager, Sourcing
Hong Kong
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co