Elizabeth Luna, AIF®
Director, Wealth Management
Elizabeth Luna is our director of wealth management who oversees the financial planning department and focuses on strategy implementation, account logistics and management. A lifelong Bay Area native, Elizabeth is a graduate of Santa Clara University and resides in the Rosegarden area with her husband and three children. She is the current treasurer and board member of Grail Family Services, a San Jose nonprofit serving families, schools, and communities to promote children’s success and well-being.