Luka Vasiljevic

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Since entering the industry in 2019, Luka believes he has successfully built a reputation for being a thoughtful listener and a clear communicator. In his day-to-day role as an advisor, he specializes in working with retirees, pre-retirees and multi-sport athletes – helping them align their financial strategies with their life goals.

Whether guiding a client toward a retirement plan or simplifying investment decisions, Luka consistently aims to ground his approach in empathy, transparency and trust.

He believes his clients appreciate his ability to break down complex concepts into digestible insights; that, and always striving to put his clients’ best interests first. Luka often asks himself, “Would I recommend this to my own parents?” That question alone helps guide every recommendation he makes.

Luka lives in Mission Viejo, California with his partner, Kylie. He earned his bachelor’s degree in international business from the University of California, San Diego, where he was also a scholar-athlete on the water polo team.

Outside of work, he continues to stay active through water polo, swimming, pickleball and basketball. He values time spent outdoors with friends and family, especially at his family home in Vinišće, Croatia, where he reconnects with his heritage and participates in local water polo tournaments. He’s proud of his roots, fluent in Serbo-Croatian, and is passionate about helping others feel empowered in their financial future.