Luke Freeman is a Client Service Associate at Capital Advantage. He is responsible for the day-to-day servicing of client requests, as well as assisting with maintaining accounts and financial planning.
Prior to joining Capital Advantage, Luke worked in wealth management services as a Sales Associate at Main Management. He is eager to build strong relationships with Capital Advantage’s clients and offer exceptional, personalized support.
Hometown: Born and raised in Danville, CA. Currently living in North Beach, San Francisco.
Education: University of California, Berkeley alum.
Favorite Vacation Spot: Lake Tahoe in the summer – it’s the perfect blend of outdoor adventure and relaxation.
One Word That Defines Me: Friendly – I thrive on building connections and forming lasting relationships with others.
Favorite Aspect of Working at Capital Advantage: I’m passionate about helping our clients and hearing their unique stories. The gratitude they express every time that we exceed expectations is truly rewarding. Plus, our team is incredible – we support each other and work together seamlessly to provide the best service possible.
