Philadelphia-Media, Pennsylvania Office
-
Luke Cavanagh had over 15 years of experience in the communications field before joining EP Wealth Advisors as a Wealth Advisor in 2024.
-
He has worked to support a range of internal and external stakeholders across a variety of business areas, from operations to HR to public and customers. Now, he is working with EP Wealth to provide service to his clients while working to support the rest of the advisory team.
-
Cavanagh educated himself at La Salle University in Philadelphia, earning his bachelor’s degree in communications – he also completed his FINRA Series 65 License.
-
When Luke isn’t working with clients, he spends his time involved in his community through coaching his kids’ sports teams, who are 8 and 11 years old. He also has a passion for helping people, recently working as a consultant and podcast host in the area of Emotional Intelligence development, where he strives to help people understand how they can see better results at work and at home through understand and developing EQ competence.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...