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Luke S

CFP®, Series 66

Helotes, TX

Scamardo Financial LLC

Luke Scamardo is a CFP® and holds a Series 66 license with 22 years of experience in financial advising. He has been the sole advisor and principal of Scamardo Financial LLC since 2004. Scamardo Financial LLC provides portfolio management, financial planning, and pension consulting services primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a long-term investment approach driven by fundamental analysis and operates mainly on a non-discretionary basis, requiring client approval before implementation of recommendations.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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