Luke Tung* CFP, MSFS, CLU, ChFC, CFS, RICP, CASL, RFC, LUTCF
Associate General Agent/Investment Advisor Representative
QUALIFICATIONS:
- FINRA Series 6, 7, 63, 65, 66, 24, 53 supervisory registration
- CA Insurance License #0C54460
LICENSES AND CERTIFICATES:
- CFP®, Certified Financial Planner (ID#85245)
- ChSNC, Chartered Special Needs Consultant
- CFS, Certified Fund Specialist
- CAP, Chartered Advisor in Philanthropy
- RICP, Retirement Income Certified Professional
- CLTC, Certified Long Term Care
- CASL, Chartered Advisor of Senior Living
- ChFC, Chartered Financial Consultant
- RFC, Registered Financial Consultant
- CLU, Chartered Life Underwriter
- LUTCF, Life Underwriter Training Council Fellow
AWARDS:
- 7 times International Financial Management GAMA and MDRT awards
- OneAmerica Financial Top 10 producer award in 2019
- Elected as Outstanding Alumni in 2015, National Chung Hsing University, Taiwan
- Manager of the Year in 2010, AXA Advisors Continental Divisional Vice President
- Manager of the Year in 2005, New York Life Pacific Zone
EDUCATION:
Doctoral in Retirement Planning
American College of Financial Planning
American College of Financial Planning
Asset Allocation Certificate
Harvard University, Cambridge, Massachusetts | 2014
Harvard University, Cambridge, Massachusetts | 2014
Retirement Planning Certificate
University of Pennsylvania, Philadelphia, Pennsylvania | 2013
University of Pennsylvania, Philadelphia, Pennsylvania | 2013
Master of Science in Financial Services
American College of Financial Planning | 2002
Bachelor of Science in Accounting
Franklin University, Columbus, OH | 1998
Bachelor of Science in Finance and Economics
American College of Financial Planning | 2002
Bachelor of Science in Accounting
Franklin University, Columbus, OH | 1998
Bachelor of Science in Finance and Economics
National Taipei University | 1989