portrait of Luke Munds

About Luke

As a lifelong resident of the Central Coast, I take great pride in being able to serve the members of my community. I find joy in working with clients to help them understand the value of financial strategizing and how investing can create long term wealth generation. Working at Edward Jones has provided me the opportunity to fulfill my passion of assisting people through challenging times in their lives while helping them fulfill their lifelong goals.

At my practice, we stress the uniqueness of each client and work with people individually to formulate a strategy that is tailored to their...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Education

  • Cal Poly-SLOBachelor of Science

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