Luis Ponce

About Luis Ponce

With over 42 years in the financial industry, I have dedicated my career to helping clients achievetheir financial goals and secure their futures. My journey began with a four-year Air Force careerfollowed by earning a bachelor’s degree from Park University in Parkville, Missouri.Personalized Approach:I help individuals and families with retirement planning, investment management, and tax-efficientinvestment strategies. I understand that every client is unique, with distinct goals and concerns.That’s why I take the time to listen and understand what is most important to you. Together, weidentify your goals and create a personalized financial strategy that aligns with your aspirations and risk tolerance.Philosophy:I believe in getting to know your story. Only then can I help develop a strategy that prioritizeshelping you reach your short- and long-term goals while managing the ups and downs of both lifeand the markets. My goal is not just to manage your investments but to architect a life plan to helpguide you to financial security and success.Commitment to Clients:Building lasting relationships based on trust and transparency is at the core of my practice. I amcommitted to maintaining open and honest communication, providing regular updates and beingreadily available for consultations. My clients appreciate my prompt attention, straightforwardapproach and dedication to their financial well-being, knowing they can count on me to be thereevery step of the way.Community Involvement and Personal Interests:Outside of work, I find joy in spending time with my family and traveling with my wife of 36 years,Diana. As an active member of Rotary International and the Sussex County and Randolph Chambersof Commerce, I am passionate about giving back to the community. In my leisure time, I enjoybaseball and flying, hobbies that keep me grounded and inspired.Looking Forward:I look forward to meeting you and discussing how we can work together to help achieve yourfinancial goals. Whether you are planning for retirement, looking to manage your investments orseeking tax-efficient investment strategies, I am here to guide you with experience and dedication.Luis PonceFinancial

Experience

1. Financial Advisor

   LPL Financial

   Dec 2025 — Present

   Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Community College of the Air Force

  Associates Degree, Aircraft Maintenance

  1979 — 1981

• Park University

  Bachelors, Management