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./Raymond James Financial - 1997 to present
  • Davis Selected Advisors (Davis Family of Mutual Funds)
  • Chief Financial Officer ‐ 1984-97
  • Certified Public Accountant ‐ 1977-84

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

  • Chairman, Audit Committee - Santa Fe Public Schools
  • Director, United Way of Santa Fe County
  • Director, Communities in Schools New Mexico
  • 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.