Stephen Luna
Financial Advisor @Spectrum Financial Group
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WORK HISTORY
Financial Advisor @Spectrum Financial Group
Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.Stephen Luna is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ Office: 13455 Noel Road, FL 20, Dallas, TX 75••••••••00. Disclosures:
EDUCATION
The American College of Financial Services
Certified Financial Planner - CFP
Concordia University Irvine
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
SKILLS
ABOUT STEPHEN LUNA
Financial Advisor at Spectrum Wealth Strategies
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