Luke Yeates is a licensed Retirement Income Specialist based in Washington State who helps individuals and families build clear, sustainable strategies for retirement income and long-term financial stability. He believes financial planning is ultimately about people, their priorities, and the life they want their money to support. Luke focuses on practical, goal-driven planning that helps clients approach retirement with confidence and clarity.

Before entering financial services, Luke worked in Operations and Project Management with major global technology companies. There, he developed a disciplined approach to evaluating complex decisions, coordinating moving parts, and executing structured plans. He now applies that same strategic mindset to helping clients navigate important financial choices.

Luke is known for building authentic relationships with the people he serves. His approach centers on trust, transparency, and thoughtful guidance so clients feel supported as they work toward lasting financial security.



National Producer ID: 21759215