Vista Q&A with Luke Seiderman
What drew you to wealth management?
The desire to help people live the lives they want through proper management of their financial resources. I’ve always found in my life that the key to finding happiness is to focus on making others happy.
What do you enjoy most about wealth management?
The navigation and development of balance between life and money, frugality and spending, delayed gratification and living in the moment.
What do you enjoy most about Vista?
The constant rhetoric of improvement that is delivered from every Vistian I encounter on a daily basis. People here want to improve. They want to improve and they understand the ageless saying that “you become the people you surround yourself with”. This is why our culture is unlike any other.
Which quality makes you best suited to provide wealth management services?
Identifying at a young age the importance of lifelong learning and the relentless quest to improve. This helps me better serve clients and better serve this industry.
What personal accomplishments are you most proud of?
Working full time all through college at a financial planning firm while completing college a year early.
What's the most influential book you've read and why?
Zen and the Art of Motorcycle Maintenance. This taught me the importance of Quality.
Luke Seiderman joined Vista in 2015 and has over six years of financial-related experience. Prior to joining Vista he spent four years at an investment management firm in upstate New York.
Luke works with clients in each of the Vista offices, but spends the majority of his time in our San Francisco office.
Luke graduated from SUNY Alfred with a bachelor's degree in Financial Planning. He is a lifelong learner and a voracious reader. Luke is a CERTIFIED FINANCIAL PLANNER™ professional.BACK TO TEAM