Luke Schwarz

Luke Schwarz Email and Phone Number

Financial Planning Analyst @ AIM Wealth Advisory Group
Portland, OR, US
Luke Schwarz's Location
Portland, Oregon Metropolitan Area, United States
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.

Luke Schwarz's Current Company Details
AIM Wealth Advisory Group

Aim Wealth Advisory Group

View
Financial Planning Analyst
Portland, OR, US
Website:
aimwag.com
Employees:
18
Luke Schwarz Work Experience Details
  • Aim Wealth Advisory Group
    Financial Planning Analyst
    Aim Wealth Advisory Group
    Portland, Or, Us
    View
  • Tvz Wealth Advisors
    Summer Internship
    Tvz Wealth Advisors May 2021 - Aug 2021
    Tigard, Oregon, United States
    • 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
  • Self Employed
    Sales Experience
    Self Employed Jan 2014 - Jan 2021
    Pacific Northwest
    • 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
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  • Custom View Contracting
    Construction Worker
    Custom View Contracting May 2019 - Aug 2020
    Yamhill County, Oregon, United States
    • Remodeled homes • Operated independently on certain projects and managed a crew• Developed relationships and communicated with sub-contractors
  • Evolve Prints
    Screen Printing And Vehicle Wrapping
    Evolve Prints May 2018 - Aug 2018
    Chehalis, Washington, United States
    • Learned how to screen print appeal for local businesses and teams• Coordinated and prioritized orders to meet strict deadlines
  • Quant
    Shipping Specialist
    Quant May 2017 - Aug 2017
    Chehalis, Washington, United States
    • Pulled customer invoices, insured accuracy of outgoing orders for on-time deliveries• Improved efficiency of shipping department by prioritizing tasks
    View

Luke Schwarz Education Details

Frequently Asked Questions about Luke Schwarz

What company does Luke Schwarz work for?

Luke Schwarz works for Aim Wealth Advisory Group

What is Luke Schwarz's role at the current company?

Luke Schwarz's current role is Financial Planning Analyst.

What schools did Luke Schwarz attend?

Luke Schwarz attended George Fox University, W F West High School.

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