Luke Lundgren

Luke joined GoldBook Financial in June 2025 as a financial services professional.

Preparing for the next phase of life can be challenging. As a dedicated financial services professional, Luke thrives on empowering individuals and organizations to make informed financial choices through data-driven insights. With a team of financial professionals, Luke provides tailored guidance, offering comprehensive financial strategies or targeted solutions to meet specific client needs.

Before joining GoldBook, Luke completed an internship at CFG Wealth Management, gaining hands-on experience in crafting strategies to address clients’ financial challenges.

Luke graduated from San Diego State University with a bachelor’s degree in finance. During this free time, he enjoys surfing, sailing, and finance.

Luke is Life, Accident and Health licensed.

CA Insurance License # 4471119

CRN202808-9321480

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Luke Lundgren

Financial Services Professional