client service associate
Luke Freeman
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.
Luke lives in San Francisco, and enjoys attending Giants games, spending quality time with friends and family, playing rugby for the Olympic Club, unwinding in Lake Tahoe, and taking long walks with Gus, his Golden Retriever.
Expertise From Our Team
Articles by Capital Advantage
2024 Year-End Financial Checklist: Prevent Tax Penalties and Missed Planning Opportunities
Every November, before the busyness of year-end festivities, is a good time to make sure your financial situation is in order. Missed deadlines or planning opportunities can take a bite…
Navigating 2025 Open Enrollment: Company-Paid Life Insurance Benefits for TPMG Physicians
As the 2025 open enrollment period kicks off from November 1 to November 30, 2024, it’s time for TPMG (The Permanente Medical Group) Physicians—both active and retired—to evaluate their benefit…
Guarding Your Digital Afterlife: Safeguarding Your Online Legacy
In an age where our lives are increasingly intertwined with the digital realm, considering what happens to our online presence after we die has become essential. From personal emails to…