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Luke Schwarz Email & Phone Number
Financial Planning Analyst
at
AIM Wealth Advisory Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Analyst
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Luke Schwarz? Overview
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Quick answer
Luke Schwarz is listed as Financial Planning Analyst at AIM Wealth Advisory Group, a company with 18 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Luke Schwarz.
Luke Schwarz previously worked as Summer Internship at Tvz Wealth Advisors and Sales Experience at Self Employed. Luke Schwarz holds Bachelor'S Degree, Financial Planning And Services, Junior from George Fox University.
Company email context
Email format at AIM Wealth Advisory Group
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AIM Wealth Advisory Group
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Profile bio
About Luke Schwarz
I want to partner with people to help them reach their goals. I am on track to earn my CFP designation and begin my career as a Financial Advisor. I am going to George Fox University and plan to graduate in May 2022 with a double major in Financial Planning and Marketing. What sets me apart is my love for people, progression and persistence. I enjoy working with people and helping them reach their goals. I also like to learn new things and grow as a person in my work and my hobbies. I'm self motivated and I finish what I start. I have a diverse background when it comes to the workplace. I have worked with a wide variety of people in many different settings. I have worked on a farm, in a factory, on a construction site and in a professional office setting. Let’s connect and work together.
Current workplace
Luke Schwarz's current company
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Aim Wealth Advisory Group
6 roles
Luke Schwarz work experience
A career timeline built from the work history available for this profile.
Summer Internship
Tvz Wealth Advisors
- Prepared deliverables for financial plans and life insurance policies
- Worked with Financial planning software CRM, Navi Plan, Thomson One, Microsoft Office
- Called and emailed clients to solve day to day questions and issues
May 2021 - Aug 2021
Sales Experience
- Buy, sell, and trade car parts to fund my Drifting Racing Hobby
- Create Advertisements on Marketplace, Craigslist and Offer up
- Experience with buying low selling high
Jan 2014 - Jan 2021
Construction Worker
Custom View Contracting
- Remodeled homes
- Operated independently on certain projects and managed a crew
- Developed relationships and communicated with sub-contractors
May 2019 - Aug 2020
Screen Printing And Vehicle Wrapping
Evolve Prints
- Learned how to screen print appeal for local businesses and teams
- Coordinated and prioritized orders to meet strict deadlines
May 2018 - Aug 2018
Shipping Specialist
- Pulled customer invoices, insured accuracy of outgoing orders for on-time deliveries
- Improved efficiency of shipping department by prioritizing tasks
May 2017 - Aug 2017
2 education records
Luke Schwarz education
Bachelor'S Degree, Financial Planning And Services, Junior
Education record
FAQ
Frequently asked questions about Luke Schwarz
Quick answers generated from the profile data available on this page.
What company does Luke Schwarz work for?
Luke Schwarz works for AIM Wealth Advisory Group.
What is Luke Schwarz's role at AIM Wealth Advisory Group?
Luke Schwarz is listed as Financial Planning Analyst at AIM Wealth Advisory Group.
Where is Luke Schwarz based?
Luke Schwarz is based in Portland, Oregon Metropolitan Area, United States while working with AIM Wealth Advisory Group.
What companies has Luke Schwarz worked for?
Luke Schwarz has worked for Aim Wealth Advisory Group, Tvz Wealth Advisors, Self Employed, Custom View Contracting, and Evolve Prints.
How can I contact Luke Schwarz?
You can use AeroLeads to view verified contact signals for Luke Schwarz at AIM Wealth Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Luke Schwarz attend?
Luke Schwarz holds Bachelor'S Degree, Financial Planning And Services, Junior from George Fox University.
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