Luka Matic, Cfp®
AeroLeads people directory · profile

Luka Matic, Cfp® Email & Phone Number

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

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MAI Capital Management
Role
Wealth Specialist
Location
Greater Cleveland, United States
Company size
169 employees

Who is Luka Matic, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Luka Matic, Cfp® is listed as Wealth Specialist at MAI Capital Management, a with 169 employees, based in Greater Cleveland, 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

This section adds company-level context without repeating Luka Matic, Cfp®'s masked contact details.

MAI Capital Management

Review company-level records connected to Luka Matic, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

MAI Capital Management
Mai Capital Management
Wealth Specialist
cleveland, ohio, united states
Website
mai.capital
Employees
169
AeroLeads page
Company profile
View company profile Email format
3 roles

Luka Matic, Cfp® work experience

A career timeline built from the work history available for this profile.

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 →

MA Musa Alhaji Adam Musa Alhaji Adam Colleague at Mai Capital ManagementNigeria View → AM Albie Macdonald, Cfp® Albie Macdonald, Cfp® Colleague at Mai Capital ManagementPonte Vedra Beach, Florida, United States View → TS Tim Schmoll Tim Schmoll Colleague at Mai Capital ManagementNew York, United States View → RE Richard England Richard England Colleague at Mai Capital ManagementBethesda, Maryland, United States View → DC Dylan Casler Dylan Casler Colleague at Mai Capital ManagementCanton, Ohio, United States View → EM Erica Morgan, Cpa, Cia Erica Morgan, Cpa, Cia Colleague at Mai Capital ManagementCleveland, Ohio, United States View → RM Radhika Moukred Radhika Moukred Colleague at Mai Capital ManagementParis, Île-De-France, France View → JL Joel Lowry Joel Lowry Colleague at Mai Capital ManagementCleveland, Ohio, United States View → HS Haley Schneider Haley Schneider Colleague at Mai Capital ManagementDallas-Fort Worth Metroplex, United States View → SM Stan Majkrzak, Cpa, Cfp® Stan Majkrzak, Cpa, Cfp® Colleague at Mai Capital ManagementBeachwood, Ohio, 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 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 Musa Alhaji Adam, Albie Macdonald, Cfp®, Tim Schmoll, Richard England, and Dylan Casler.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.