Luke Ervin 1 posts 0 comments

Luke Ervin is a Senior Vice President with UBS Financial Services Inc. and is a senior advisor of the Mission Family & Business Group in San Diego, UBS Financial Services Inc., a subsidiary of UBS Group AG, Member FINRA/SIPC. He oversees financial affairs, through life's numerous financial stages, for a select group of business owners, entrepreneurs, corporate executives, professionals and their families. For over 20 years, Luke has used a disciplined and tested approach to help clients achieve their financial goals through a comprehensive and holistic wealth management process. He has earned the Certified Investment Management Analyst (CIMA) and Certified Exit Planning Advisor (CEPA) accreditations. Outside of the office, Luke enjoys tennis, boxing, fitness, and surfing. He lives in Mission Hills with his wife Greta, children Era & Mac, and their two French Bulldogs and cat.