Luka Matic, Cfp®
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Luka Matic, Cfp® Email & Phone Number

Wealth Specialist at MAI Capital Management
Location: Greater Cleveland, United States, United States 3 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
MAI Capital Management
Role
Wealth Specialist
Location
Greater Cleveland, United States, United States
Company size
169 employees

Who is Luka Matic, Cfp®? Overview

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Quick answer

Luka Matic, Cfp® is listed as Wealth Specialist at MAI Capital Management, a company with 169 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a matched LinkedIn profile for Luka Matic, Cfp®.

Luka Matic, Cfp® previously worked as Financial Planning Specialist at Mai Capital Management, Llc and Real Estate Accountant at Crown Point Financial Services. Luka Matic, Cfp® holds Bachelor Of Science - Bs, Finance, Concentration In Wealth Management from John Carroll University.

Company email context

Email format at MAI Capital Management

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MAI Capital Management

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Profile bio

About Luka Matic, Cfp®

Luka Matic, Cfp® is a Wealth Specialist at MAI Capital Management. They possess expertise in social media, marketing, finance, sales, microsoft word and 1 more skills.

Listed skills include Social Media, Marketing, Finance, Sales, and 2 others.

Current workplace

Luka Matic, Cfp®'s current company

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MAI Capital Management
Mai Capital Management
Wealth Specialist
cleveland, ohio, united states
Website
mai.capital
Employees
169
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3 roles

Luka Matic, Cfp® work experience

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Real Estate Accountant

Crown Point Financial Services
Nov 2021 - Jul 2022
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 169 employees →

CB Chris Barr Chris Barr Colleague at Mai Capital Management Chagrin Falls, Ohio, United States, United States View → JL Joel Lowry Joel Lowry Colleague at Mai Capital Management Cleveland, Ohio, United States, United States View → SM Steven M. Mathews, Cfp®, Mba Steven M. Mathews, Cfp®, Mba Colleague at Mai Capital Management Nashville Metropolitan Area, United States View → BR Brandon Rozanski Brandon Rozanski Colleague at Mai Capital Management Cincinnati Metropolitan Area, United States View → ER Emily Rasmussen Emily Rasmussen Colleague at Mai Capital Management Lafayette, California, United States, United States View → JH Jason Hamilton Jason Hamilton Colleague at Mai Capital Management St Augustine, Florida, United States, United States View → AS Alexx Spirit Alexx Spirit Colleague at Mai Capital Management Romania, Romania View → DB Drew Bryant, Cfp® Chfc® Drew Bryant, Cfp® Chfc® Colleague at Mai Capital Management San Francisco Bay Area, United States View → TS Thomas Sims, Cfp® Thomas Sims, Cfp® Colleague at Mai Capital Management Charlotte, North Carolina, United States, United States View → AB Andy Bruns, Cfa Andy Bruns, Cfa Colleague at Mai Capital Management Cincinnati, Ohio, United States, United States View →
2 education records

Luka Matic, Cfp® education

FAQ

Frequently asked questions about Luka Matic, Cfp®

Quick answers generated from the profile data available on this page.

What company does Luka Matic, Cfp® work for?

Luka Matic, Cfp® works for MAI Capital Management.

What is Luka Matic, Cfp®'s role at MAI Capital Management?

Luka Matic, Cfp® is listed as Wealth Specialist at MAI Capital Management.

Where is Luka Matic, Cfp® based?

Luka Matic, Cfp® is based in Greater Cleveland, United States, United States while working with MAI Capital Management.

What companies has Luka Matic, Cfp® worked for?

Luka Matic, Cfp® has worked for Mai Capital Management, Mai Capital Management, Llc, and Crown Point Financial Services.

Who are Luka Matic, Cfp®'s colleagues at MAI Capital Management?

Luka Matic, Cfp®'s colleagues at MAI Capital Management include Chris Barr, Joel Lowry, Steven M. Mathews, Cfp®, Mba, Brandon Rozanski, and Emily Rasmussen.

How can I contact Luka Matic, Cfp®?

You can use AeroLeads to view verified contact signals for Luka Matic, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Luka Matic, Cfp® attend?

Luka Matic, Cfp® holds Bachelor Of Science - Bs, Finance, Concentration In Wealth Management from John Carroll University.

What skills is Luka Matic, Cfp® known for?

Luka Matic, Cfp® is listed with skills including Social Media, Marketing, Finance, Sales, Microsoft Word, and Microsoft Excel.

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