Our Qualifications

Mr. Luhmann started his career in financial services after experiencing the corporate downsizing in the aerospace industries of the early nineties. He saw the devastation it caused and decided that financial advice should not only be for the wealthy, but for everyone.

Mr. Luhmann is a Certified Fund Specialist, (there are several hundred thousand people licensed to sell mutual funds and annuities; less than 1% of them have earned the CFS designation.) He also maintains a FINRA Series 6 and 65 registrations. He has been in private practice since 1994

Mr Luhmann is also licensed in California in Life, Health and Disability Insurance.
License# OA55984