Carl Luff

CPA*
Co-Branch Manager
Investment Advisor Representative

Education

  • B.S. Business Administration - 1977, Drexel University
  • Certified Public Accountant* - 1977 to Present

Experience

  • Co-founder ‐ White & Luff Financial Inc., which is aligned with Raymond James Financial Services - 1997 to present
  • Davis Selected Advisors (Davis Family of Mutual Funds) Chief Financial Officer 1984-97
  • Certified Public Accountant ‐ 1977 to Present

Areas of Expertise

  • Financial Planning, Mutual Funds, Asset Allocation and Qualified Retirement Plans
  • 401 (k), Profit Sharing Plans, Money Purchase Pensions, Simple/SEP IRAs, and Charitable Foundations

Organizations

  • Member, American Institute of Certified Public Accountants
  • Member, New Mexico CPA Society
  • Resident of Santa Fe since 1984
  • FINRA Series 7, 24, 63, 65 and 66 licensed - Life/Health/Variable Annuity licensed

*CPA services are not provided by Raymond James.