About Luke Butlig

I grew up as a missionary kid and from a very young age was able to see my parents accomplish God’s work all over the world and build long lasting meaningful relationships with whoever came across their path. When I was 12, my dad took the time to teach me about stocks and investments and ever since then I’ve always loved learning different ways to make your hard-earned money work even harder for you. Being given the opportunity to work at a Christian financial organization has allowed me to do work that I love in a way that directly aligns with my values and beliefs. My passion now is to teach and help others by offering specific financial guidance, protection planning and retirement strategies. On the more personal side, I love spending time with my family and friends, working out, playing basketball/pickleball and traveling to new places. 

Education & Accomplishments

  • Bachelors in Finance, Real Estate & Law (Emphasis in Finance) – California State Polytechnic University, Pomona
  • Life & Health Insurance - CA Dept of Insurance
  • Series 7 General Securities Representative | FINRA
  • Series 66 Uniform Combined State Law | FINRA

Specializations

  • Investment Tax Strategy
  • Retirement Planning
  • Debt Payoff Strategy
  • College/Education Savings
  • Protection Planning
  • Cash Flow/Budgeting