Greg Luken

speaker

184 appearances 1 recordings 1 series first heard May 2025 last heard May 2025

Greg Luken’s voice in public audio — every appearance, attributed to the second.

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Wealthy After 40: Retirement Planning and Budgeting for Gen X · How to Become Wealthy w/Greg Luken · 2 May 2025 podcast

And in doing that, I also had a distant relative who owned a... He was an independent financial advisor.

And I thought that sounded interesting for years and kind of thought about that.

So I started interviewing.

I got rejection letters from...

very storied names on Wall Street about why I didn't have the core competencies to be successful.

I think a lot of that had to do with just having a proclivity for sales.

That wasn't my strong suit.

But I found somebody that let me get started.

I started as a stockbroker in the early 90s, started writing some code to help make better decisions that

code worked out pretty well.

We still use a quantitative approach built on that, the foundation of that initial algorithm.

And it's been improved over the years and started a broker dealer, started a registered investment advisor, was a founding member, initial shareholder of a pricing platform for non-standardized derivatives.

So we've done some kind of

nerdy things along the way, and subscription service for financial advisors for a quantitative portfolio.

We've done several things along the way, but our core is working with first-gen wealth and everything else really supports that.

But it's interesting.

I've been in this industry for quite some time, and yet what I do now doesn't really resemble what I did 30 years ago.

just because of the evolution of the industry.

And I think things have gotten a lot more complex.

Thank you for asking.

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