Anna Luke is the President and Chief Executive Officer of Comprehensive Financial
Services, an independent financial planning firm located in Burbank,
California.
Mrs. Luke specializes in helping families
and individuals with their financial planning needs. With more than 18 years of
experience in the financial services industry, Mrs. Luke has extensive
knowledge of asset allocation strategies and investment portfolio management
techniques. She is also responsible for business development and oversees the
day-to-day operations of the firm, including its regulatory compliance,
financial and advisory services, as well as coordinating and implementing the
firm's strategic goals and objectives. Previously, she was with Prudential
Securities and Merrill Lynch.
Mrs. Luke maintains the following
registrations through Independent Financial Group: FINRA General Securities
Registration, Registered Principal's Registration, State Securities
Registration and Uniform Investment Adviser Registration. Mrs. Luke is also a
Personal Financial Planner, holds a California insurance license (#0D00106) and
earned a master's degree in business administration.
In addition to becoming an active member of
the Financial Planning Association and other professional organizations, she is
an active member of the Kiwanis Club of Burbank and serves on the Board of
Directors of the Burbank YMCA. She also supports many of the local charities.
Mrs. Luke resides in Glendale, California
with her husband and their two daughters. Her interests include traveling, live
music, theatre, art and coffee.