About David J. Luke, CFP, RFP, CLU, CIM, RRC
David J. Luke, CFP, RFP, CLU, CIM, RRC
Principal, Financial Life Coach
The Elemental Wealth Project
David Luke is a financial life planning coach and the founder of The Elemental Wealth Project.
For 45+ years, David has worked in various advisory roles in the financial life planning, financial services, and investment management industry. In his financial advisory roles, he specialized in transition planning, helping people address the financial aspects of major planned and unplanned life events, including marriage and starting a family, disability or death of a family member, separation and divorce, starting or selling a business, and retirement.
David sold his successful financial life-planning and investment-management company at the end of 2023. After years of quietly working with individuals and families, David is now drawing on his experience working with households and small businesses to launch a new learning and coaching platform with a mission to educate and empower all financial services consumers and investors to make better financial decisions.
Vision Behind The Elemental Wealth Project
David believes in the power of purpose and process in achieving financial independence and prosperity. In his advisory business, he developed a dynamic, structured wealth-planning process that has evolved into the Elemental Wealth System. Along with ongoing wealth-mindset training, the system can be instrumental in helping households achieve their most important financial goals and their life vision for themselves and their families.
The Elemental Wealth Project and the Elemental Wealth System are the embodiment of David’s work and accumulated knowledge.
Professional Credentials and Industry Affiliations
David holds the following professional designations:
- Certified Financial Planner (CFP)
- Registered Financial Planner (RFP)
- Chartered Life Underwriter (CLU)
- Chartered Investment Manager (CIM)
- Registered Retirement Counselor (RRC)