Luke Brignola

Financial Advisor @Northwestern Mutual

Fort Myers, FL, US

Wealth Practice — Luke F. Brignola, CLTC WHAT WE DO: We provide comprehensive, planning-led wealth management for retirees, professionals, and business owners. Core focus areas include tax-aware investing, retirement income planning, insurance and annuities, 401(k) and workplace plan design, and coordinated estate planning. HOW WE DO IT: We start with a concise second-opinion review. Then we align accounts, cash flow, protection, and goals into one plan. We coordinate with your CPA and attorney, streamline implementation, and monitor progress with simple checkpoints. WHAT MAKES US DIFFERENT: Nine years of hands-on experience across both insurance and investments, CLTC designation, and a pragmatic approach built around real-world constraints. Clients get big-firm breadth with boutique attention and clear next steps. Want To Learn More: Book a 30-minute second-opinion review to identify tax savings, organize income, and clarify next actions.

Hudson Valley Community College

Business Administration

State University of New York at Oswego

Finance

University at Albany

Bachelor of Arts (B.A.), Economics & Business

Shenendehowa High School

Regents Diploma w/ Honors