Luke Mokma joined Pettinelli Financial Partners in 2026 as a Financial Advisor. He brings close to a decade of experience in the financial services industry and works closely with clients to provide financial planning guidance and investment advice tailored to their individual goals and circumstances.
In his role, Luke partners with clients to help them navigate important financial decisions throughout different stages of life. He believes financial planning is an ongoing process that evolves over time as personal goals, family needs, and financial situations change. His approach emphasizes clear communication, thoughtful planning, and building long-term relationships with clients.
Prior to joining Pettinelli Financial Partners, Luke served in advisory roles with The Bishoff Financial Group and Koa Wealth Management, where he worked with individuals and families on wealth management and financial planning strategies.
Luke earned a Bachelor’s Degree in Financial Planning from Franklin University. He holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains Series 7, 63, and 65 securities licenses as well as Life, Accident, and Health insurance licenses.
Luke lives in Rancho Mission Viejo, California with his partner, Sammi, and their two children, Lincoln and Lucy. Outside of the office, he enjoys pickleball, Spartan races, listening to audiobooks, hiking, and spending time at the beach with his family.