Luke Ervin is a First Vice President – Wealth Management at UBS in the Carmel Valley office. He and his team, The La Jolla Group, provide Financial Planning/Corporate Services primarily for Business Owners in all the various points of their businesses’ lifecycle. From fundraising to Succession Planning, Luke and his team work diligently to align the Business Owner’s personal and financial goals to that of their business. Mr. Ervin believes strongly in building a virtual team of professionals (attorneys, accountants, insurance professionals, etc.) to help clients feel as though everyone is collaborating, communicating, and working towards the client’s goal. Luke obtained the Certified Investment Management Analyst (CIMA) designation through the Wharton School to help design investment portfolios and the Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute to help advise his clients on the various options available to them in regards to Succession Planning and to implement those which correlate best with their personal, financial, and business goals. Before coming to UBS in 2013, Mr. Ervin and his team were at Smith Barney (now Morgan Stanley) for nearly 10 years.
Outside of work, Luke serves on the Board of the La Jolla Golden Triangle Rotary Club, is the president of the San Diego Tesla Club, and the president of the Appalachian State University Alumni Association. He is an ardent supporter or our veteran community here in San Diego and mentors servicemen and women transitioning out of the military into the private sector through American Corporate Partners.
Luke and his wife Greta live in the Mission Hills area with their daughter, Era, and son, Mac, as well as their two French Bulldogs, Louie and Teddy. In his free time Luke enjoys fitness, surfing, golf, and watching his native Atlanta Braves and Falcons games.
Luke Ervin CIMA®, CEPA®
First Vice President – Wealth Management
The La Jolla Group
UBS Financial Services, Inc.
12220 El Camino Real, Ste. 400
San Diego, CA 92130
(ph) 858-947-5981 or 800-526-7707
The La Jolla Group