Luka Pavlina
Luka PavlinaFinancial Advisor

5607 Victoria Lane, Citrus Heights, CA 95610
(408) 431-8087

Luka, an independent financial advisor has over 13 years’ experience, and a personal investment background spanning the last 22+ years, bringing with him experience in helping retirees, families, and small businesses. He specializes in planning for retirement, college, asset protection, and risk management and seeks to help his clients establish and maintain their financial security into and throughout their retirement. Luka’s emphasis is on generational wealth, helping clients, and their families meet their financial goals. In 2008, Luka was one of the first financial advisors to implement the Roth 403(b) in the state of California. Educating K-12 state employees on the benefit of tax-free and taxable retirement assets, along with their pension, is rewarding. He believes in going the extra mile for his clients and meeting his client’s expectations. Building and maintaining long-term client relationships allows Luka to remain loyal to his client’s current and future financial needs.

One of Luka’s many passions is volunteering and participating in youth learning institutions in hopes of educating and instilling positive life values. Luka had the privilege of being raised in a small agricultural town Kingsburg, California. Luka enjoys CrossFit, Swimming, Water Polo, Reading and watching his daughter Katherine succeed at competitive swimming. Luka is a diehard A’s and 49ers fan and carries a love for his 9-foot pet snake named Storm.

Luka’s credentials include:
• Bachelor of Science, Business Administration, focus on Finance, San Jose State University
• Series 6, 7, 63, 66 & Life and Health