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Luke Anderson

Financial Advisor

San Diego, CA

Bio Highlights:

  • 10+ Years Sales leadership

  • Series 66 Licensed

  • Life & Health Insurance Licensed

Things I Enjoy:

  • Surfing & Hiking

  • Golfing

  • Spending time with my children

About Luke

Luke Anderson brings more than a decade of relationship-building and business development experience to his role with Rise Financial Partners. He works with individuals, families, and people preparing for retirement to simplify financial decisions, clarify priorities, and build thoughtful strategies around long-term goals.

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His approach is personal and relationship-driven, with planning that is easy to understand and act on. Outside the office, Luke is a father of three who enjoys surfing, hiking, golf, and exploring the outdoors with his family.

 
 

Licenses | Designations

Series 66 

Life & Health Insurance License in the state of CA*

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Rise Financial Partners LLC (“RFP”) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted from registration. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of RFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.

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