Luka Pavlina, a Certified Financial Planner®, has been in the business of advising and managing individuals’ and families’ finances. Since 2005, Luka has offered a unique mixture of small-town compassion and big-city sophistication to his clients. His upbringing in a small Central California farm town with a population of 6,000 has caused him to always take the responsibility of helping others serious. Financial advising was an easy and natural career choice for Luka after his NCAA water polo career came to an end at Santa Clara University. It was a simple decision for him to transfer to San Jose State University. SJSU was one of the few schools offering a Bachelor of Science Degree in Business Administration with a concentration in Personal Finance.
Luka’s experience lies in executing financial strategies that may otherwise be difficult to navigate: helping retirees, new families, generational wealth management/transfer, and businesses of all sizes. He truly enjoys and specializes in planning for retirement, college, asset protection, and risk management. Luka Pavlina strives to help his clients establish and maintain their financial security into and throughout their retirement in order to meet their financial goals.
He will always fight to offer you the very best. With Luka’s longevity and drive to stay at the forefront of the industry, in 2008, he was one of the first financial advisors to implement the Roth 403(b) in the state of California. He spent the first portion of his career educating K-12 state employees on the benefit of tax-free and taxable retirement assets, along with their pension. He believes in going the extra mile for his clients and meeting their expectations. Building and maintaining long-term client relationships allow Luka to remain loyal to his client’s current and future financial needs.
Luka’s credentials include:
• Bachelor of Science, Business Administration, focus on Personal Finance, San Jose State University
- Series 6, 7, 63, & 66
- Life and Health Insurance Licensed (CA Insurance License No. 0E45196)
- Certified Financial Planner, CFP®
On personal note, Luka has recently moved back and enjoys life in his childhood home of Kingsburg. Outside of financial advising, Luka has many passions. First and foremost is spending time raising and watching his daughter Katherine competitively swim. He spends his free time educating and instilling positive life values through volunteering and participating in youth learning institutions, like coaching kids CrossFit, high school and club water polo. Luka also enjoys CrossFit, swimming, water polo, and reading. Luka is a diehard A’s and 49ers fan. He has always carried a love for all animals, which is exemplified by his care for his two pets: a 9-foot pet snake Storm and dog Zena.