Detailed description is I currently hold the CERTIFIED FINANCIAL PLANNER™ designation. I accompany my clients through financially challenging and rewarding times in their lives. I graduated Gettysburg College after four years of liberal arts study, with a Bachelor of the Arts degree. After a decade of hiring for and managing retail business for The Disney Store, Structure & The Gap I decided to change career paths. I have been guiding clients on their financial journeys since 1998, when I joined Morgan Stanley Dean Witter & Co. In 2005, I teamed up with my father, Charles Luck, at Ferris, Baker Watts, Inc. which was subsequently acquired by RBC Wealth Management in 2009.. . After completing the required coursework at the Amercan College of Financial Planning, I received my CERTIFIED FINANCIAL PLANNER™ certificate in 2004. CFP® professionals are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.. . I have gained a more universal understanding of personal wealth management planning and the impact of my client’s choices on multiple aspects of their financial lives. This helps me guide my clients away from potential snares and costly mistakes. I coordinate with other professional advisors to find the most suitable solutions to my client’s financial challenges. Our practice works on a commission and/or fee basis with our customers.. . I am a founding member of the Advisory Council for The Master Players Concert Series at the University of Delaware. I am an active volunteer at the Mid-Atlantic Ballet, as Past Grand Knight for the Knights of Columbus, Holy Angels Council and a lifesaver at the Blood Bank of Delmarva. I am a member of the Phi Sigma Kappa Fraternity Alumni Club and the Gettysburg College Philadelphia Alumni Club.. . Personal hobbies include travel, hiking, camping, digital photography, learning new languages and home brewing lagers, ales and meads. . . Thanks to my family: My father, Charles Luck, is a fine mentor and business partner. I couldn't survive without the love and support of my wife Karen.
Established in the recent years c. michael luck, financial advisor at rbc wealth management in new-castle, delaware in united-states.
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