Luka Anton Pavlina

Luka Pavlina, a Certified Financial Planner®, has been in the business of advising and managing individuals’ and families’ finances. Since 2005, Luka has offered a unique mixture of small-town compassion and big-city sophistication to his clients. His upbringing in a small Central California farm town with a population of 6,000 has caused him to always take the responsibility of helping others seriously. Financial advising was an easy and natural career choice for Luka after his NCAA water polo career came to an end at Santa Clara University. It was a simple decision for him to transfer to San Jose State University. SJSU was one of the few schools offering a Bachelor of Science Degree in Business Administration with a concentration in Personal Finance.

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Luka’s experience lies in executing financial strategies that may otherwise be difficult to navigate: helping retirees, new families, generational wealth management/transfer, and businesses of all sizes. He truly enjoys and specializes in planning for retirement, college, asset protection, and risk management. Luka Pavlina strives to help his clients establish and maintain their financial security into and throughout their retirement in order to meet their financial goals.