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Luke Wright
Client Excellence & Operations Manager at Boom Planning
Luke Wright is the Client Excellence & Operations Manager at Boom Planning, where he has been contributing since joining the firm. He began his career in the financial services industry in 2005, gaining experience as an operations specialist and a Registered Investment Advisor in Orange County, California, prior to his current role. His diverse background equips him to handle complex issues effectively, making him a valuable asset to the team. He is known for his commitment to continuous learning and sharing knowledge with clients and advisors.134
Luke is based in Huntington Beach, California, and is involved in providing insurance and financial services through Boom Planning and its affiliated business, Canvas Financial.25
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Location
Huntington Beach, California, United States
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