Luke Watson, CFP®

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Financial Planner

Luke Watson, CFP®

Luke Watson is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience guiding individuals and families through important financial decisions. He holds a bachelor’s degree in finance from the W. P. Carey School of Business at Arizona State University.

Luke is known for his ability to connect on a personal level with clients—earning their trust through thoughtful planning, clear communication, and consistent follow-through. He takes pride in being detail-oriented and thorough, ensuring each client receives a plan tailored to their unique goals, values, and life circumstances.

A lifelong learner, Luke is passionate about continuing education and staying ahead of the curve in an ever-evolving industry. His goal is to provide clarity and confidence in each stage of a client’s financial journey, and he thrives on delivering strategies that create long-term impact.

Luke lives in Phoenix, Arizona, with his wife Lauren and their newborn daughter. When he’s not working with clients, you’ll find him hiking local trails, golfing, heading north to escape the heat, or spending time with their two dogs.