Get to know us.

Luke Waldier, CFP®

Describe your perfect day?

My perfect day involves time with my family, an early workout, and 3-7 cups of coffee.

What do you most like about your job?

I enjoy taking complex topics and simplifying them into something understandable and actionable. I am working through many of the same situations as the people I work with every day.

Surprise us, something we don't know about you?

My current obsession is training for a HYROX competition. It is humbling, grueling, and I cannot get enough.

How long have you worked in Financial Services?

11 years

About

A proud Chicagoan turned Arizonan, Luke brings years of experience helping clients across a wide range of financial situations from building wealth to navigating life's biggest decisions.

Prior to joining Domain Money, he built his career at RBC Wealth Management, where he guided clients with a straightforward, client-first approach. Luke is deeply committed to financial education and takes pride in turning complex financial topics into clear, actionable strategies. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2018 and operates as a fiduciary, meaning your interests always come first.

Outside of work, Luke is a husband to Mallorie and father to Ledger and Teddy. You can find him at home, on the golf course, or training for his next fitness competition.

Education

Bachelors of Arts in Finance & Economics at North Central College

Expertise

Retirement Savings & Distribution Strategies, Tax and Estate Planning, College Planning, Debt Management, Equity Compensation Planning, Charitable/Gifting Strategies, Tax-Smart Investing Strategies, Investments

Experience

Before joining Domain Money, Luke was a Relationship Banker at Chase Bank and a Registered Client Associate, Wealth Planning Associate, and Financial Advisor with RBC Wealth Management.