Luke Seiderman, Cfp®
About Luke Seiderman, Cfp®
Luke Seiderman, CFP®, is the Managing Director at Creative Planning in the San Francisco Bay Area, where he has worked since 2023. He specializes in wealth management for high net worth clients and has expertise in business succession planning and risk management.
Work at Creative Planning
Luke Seiderman serves as the Managing Director at Creative Planning, a position he has held since 2023. In this role, he is responsible for overseeing wealth management services and ensuring that high net worth clients receive tailored financial strategies. Prior to his current role, he worked as a Private Wealth Manager at Creative Planning from 2019 to 2023, where he developed expertise in comprehensive wealth management.
Previous Experience in Wealth Management
Before joining Creative Planning, Luke Seiderman worked at Adero Partners. He held the position of Wealth Advisor from 2017 to 2019, where he provided financial advice to clients. Prior to that, he served as a Financial Planning Associate at Adero Partners from 2015 to 2017. His career began at John G. Ullman & Associates, Inc. as an Associate Securities Research from 2011 to 2015, contributing to his foundational knowledge in the financial sector.
Education and Expertise
Luke Seiderman studied at Alfred State College - SUNY College of Technology, where he achieved a degree in Financial Planning. He possesses expertise in business succession planning and risk management, which enhances his ability to serve high net worth clients effectively. His educational background supports his specialization in providing comprehensive wealth management services.
Background in Charitable and Estate Planning
Luke Seiderman has a background in charitable planning and estate planning services. This experience allows him to assist clients in structuring their financial affairs in a way that aligns with their philanthropic goals and estate management needs. His knowledge in these areas complements his overall wealth management strategy.