UBS Financial Services, Inc.

Luke Ervin, CIMA, CEPA is a Senior Vice President – Wealth Management at UBS in the Carmel Valley office. He and his team, The Mission Wealth Management 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.

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 here in San Diego.  He is an ardent supporter of 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, tennis, surfing, golf, and watching his native Atlanta Braves and Falcons games.

Contact Info:

Luke Ervin CIMA®, CEPA®
First Vice President – Wealth Management

Wealth Advisor

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
(fax) 855-783-7304
The La Jolla Group

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